Chad Appleby
Financial Adviser
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About
Chad Appleby is an ASIC-registered financial adviser based in Adelaide, South Australia, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With a solid foundation built upon a Bachelor of Economics from The University of Adelaide (1999) and an 8 Unit Diploma of Financial Planning from the Financial Planning Association of Australia Limited (2003), Chad has consistently pursued excellence in his field. He further enhanced his expertise through the Certified Financial Planner Program with the FPA in 2006, and specialized studies in Margin Lending and Geared Investments (2011) and Self Managed Superannuation Funds (2012) from Kaplan Professional Education. Chad also stays current with industry best practices, completing FPC002B Ethics and Professionalism in Financial Advice through Kaplan Higher Education in 2020. As a member of the Financial Advice Association of Australia (FAAA), Chad adheres to the highest ethical and professional standards, providing advice across a broad spectrum of financial products. He is authorized to provide advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Chad provides expert guidance and personalised strategies in these key areas: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Chad Appleby today to schedule a consultation and discover how his expertise can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Chad Appleby provide?
Chad Appleby offers advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Chad Appleby have?
Chad holds a Bachelor of Economics from The University of Adelaide, an 8 Unit Diploma of Financial Planning from the Financial Planning Association of Australia Limited, and is a Certified Financial Planner. He has also completed specialized studies in Margin Lending, Geared Investments, and Self Managed Superannuation Funds through Kaplan Professional Education.
How does Chad Appleby develop a financial plan for his clients?
Chad works closely with each client to understand their individual financial situation, goals, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives. This often involves regular reviews and adjustments to the plan as circumstances change.
What can I expect during my first meeting with Chad Appleby?
During your initial consultation, Chad will take the time to understand your current financial situation, future goals, and any concerns you may have. He will explain his approach to financial planning and answer any questions you may have about his services and fees. This meeting is an opportunity for you to determine if Chad is the right financial adviser for you.
Is Chad Appleby a member of any professional associations?
Yes, Chad is a member of the Financial Advice Association of Australia (FAAA).
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