Financial Adviser

Chad has worked in the financial services industry since 1999 and has been a financial adviser since 2002. He gained much of his early experience within the banking sector, before turning to his passion of financial advice. Chad is a Certified Financial PlannerĀ® professional after successfully completing his certification assessment in 2006. He also has a Bachelor of Economics degree from the University of Adelaide, and a Diploma of Financial Planning through Deakin University.

As an Authorised Representative of Calm Wealth, Chad is able to assist clients in the area of:

  • Investment strategies
  • Superannuation strategies
  • Retirement planning
  • Centrelink entitlements
  • Direct Share Trading
  • Salary packaging
  • Life insurance
  • Estate planning

In providing advice Chad is backed by a team of leading research analysts, enabling clients to have access to a range of leading Australian and international fund managers as well as listed investments. Chad is committed to building long-term relationships with clients by providing them with advice that is easy to understand and simplifies a lot of complexity that can surround financial advice.

To arrange a complimentary, obligation-free initial consultation with Chad, call 08 8227 2222.

Dates for 2023 with Chad Appleby in branch at FSCU

Face to face appointments (can also accommodate with phone/zoom based appointments to suit).

Appointment times 9:am – 10:00am – 11:00am.

  • July 7th 2023
  • August 4th 2023
  • September 1st 2023
  • October 6th 2023
  • November 3rd 2023
  • December 8th 2023