Chris Minas – Financial Adviser
Adviser identifying number: 307512
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: NEXTPLAN FINANCIAL PTY LTD
Licence number: 452996
Licensee’s ABN: 24167151420
Licence controlled by:
The date the Financial Adviser commenced the appointment: 26/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NEXTPLAN FINANCIAL PTY LTD
Authorised Representative identifying number: 452996
Authorised Representative’s ABN: 24167151420
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:
- FNS60404 – Advanced Diploma of Financial Services (Financial Planning) – Tribeca
- TASA and the TPB Code of Professional Conduct – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Chris Minas 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