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