Warren Anthony Chalker – Financial Adviser
Adviser identifying number: 245856
Status: Current
Adviser’s ABN: 65779930234
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: BENWEST INVESTMENT SERVICES PTY. LIMITED
Licence number: 258832
Licensee’s ABN: 88003352707
Licence controlled by:
The date the Financial Adviser commenced the appointment: 26/05/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BENWEST INVESTMENT SERVICES PTY. LIMITED
Authorised Representative identifying number: 000258832
Authorised Representative’s ABN: 88003352707
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Commerce – UNSW
- Chartered Accountant – CA
- Diploma Financial Planning – CA
Relevant memberships of professional bodies or industry associations:
- Association of Independently Owned Financial Professionals (AIOFP)
- Chartered Accountants Australia and New Zealand (CA)
Warren Anthony Chalker is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation