TROY CHAPMAN

Financial Adviser ยท Ettalong Beach, NSW

Registered

Registration Number

000345133

Registration Status

Registered

Location

Ettalong Beach, NSW 2257

Providing Advice Since

2010

Registration Date

21/02/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2003 - Bachelor of Agricultural Economics - Bachelor Degree (AQF 7) - University of Sydney
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2015 - Margin Lending - Other - Mentor Education Pty Ltd

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.