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.
Dates for 2022 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 8th 2022
- August 5th 2022
- September 2nd 2022
- October 7th 2022
- November 4th 2022
- December 2nd 2022