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