David Chia – Financial Adviser
Adviser identifying number: 1001586
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985
Name of the licence holder: RED ASSET MANAGEMENT PTY LTD
Licence number: 306552
Licensee’s ABN: 17121471038
Licence controlled by:
The date the Financial Adviser commenced the appointment: 29/09/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RED ASSET MANAGEMENT PTY LTD
Authorised Representative identifying number: 306552
Authorised Representative’s ABN: 17121471038
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:
- Associate Chartered Accountant – New Zealand Society of Accountants
- Bachelor of Commerce & Administration – Victoria University of Wellington New Zealand
- Diploma of Financial Planning – FPA (Financial Planning Association of Australia Limited)
Relevant memberships of professional bodies or industry associations:
David Chia 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 / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services