Jerome Paul Chopard – Financial Adviser

Adviser identifying number: 1000451
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: NEWELL PALMER SECURITIES PTY LTD
Licence number: 229264
Licensee’s ABN: 89050040232
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NEWELL PALMER SECURITIES PTY LTD
Authorised Representative identifying number: 229264
Authorised Representative’s ABN: 89050040232

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 Arts – National University of Singapore
• Graduate Diploma – Securities Institute of Australia
• Practice Management Program – The Wharton School of the University of Pennsylvania
• SMSF Certificate of Completion – KAPLAN

Relevant memberships of professional bodies or industry associations:

• FINSIA
• Financial Planning Association of Australia (FPA)
• Hong Kong Securities & Investment Institute
• Tax Practioners Board

Jerome Paul Chopard 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