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 Planner® 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.