Adam Chalk Financial Planner Report

Name:
Adam William Chalk

Rep Number:
000328434

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2016-02-25 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Bcb Accounting & Financial Advisers Pty Ltd

Licence Number:
000462532

ABN:
48 003 272 348

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional Education
ASX Accredited Listed Products Adviser
University of Western Sydney
Bachelor of Business (Economics & Finance)
Kaplan Professional Education
Diploma of Financial Services (Financial Planning)
University of Western Sydney
Masters of Commerce (Financial Planning)
Kaplan Professional Education
Self Managed Super Funds