Chad Monroe

Financial Adviser

ASIC adviser number:

000249535

Qualifications and training:

2003, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), AMP Financial Planning
2006, Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), AMP Financial Planning
2019, Accredited Aged Care Professional, Other, Aged Care Steps

When adviser first provided advice:

2003

Membership of professional associations:

None

Disciplinary action by ASIC:

None

Location:

30 Exhibition Rd
Southside QLD 4570

AFS licence holder name:

Akumin Financial Planning Pty Limited

AFS licence number:

000232706

Licence controlled by:

Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024] ~ Amp Holdings Pty Limited [Date Ceased: 06/10/2023] ~ Amp Wealth Management Holdings Pty Ltd [Date Ceased: 06/10/2023] ~ National Mutual Funds Management (Global) Pty Limited [Date Ceased: 06/10/2023]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».