WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
Khim Chua

Khim Chua

Financial Adviser

Morgans Financial Limited - Brighton
Brighton, VIC 3186

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Khim Chua is an ASIC-registered financial adviser dedicated to helping clients in Brighton and across Australia achieve their financial goals. With a strong academic foundation that includes a Master of Business Administration (Finance) from the University of Central Queensland and advanced qualifications from the Securities Institute of Australia and Kaplan Professional, Khim brings a wealth of knowledge and experience to every client interaction. His commitment to ongoing professional development is evident through his Accredited Derivatives Adviser Level 1 certification from Deakin University, CERTIFIED FINANCIAL PLANNER designation from the FAAA, and completion of Ethics and Professional Relationships training at QUT. As a member of the Financial Advice Association of Australia (FAAA), Khim adheres to the highest ethical standards and puts clients' interests first. He is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities and government debt securities. Khim provides comprehensive financial advice in the following areas: • Superannuation advice, including contribution strategies and pension planning • Wealth management, including investment portfolio construction and management • Securities and investment advice • Advice on government debt securities Whether you are planning for retirement, seeking to grow your wealth, or need guidance on navigating the complexities of superannuation, Khim can provide tailored advice to meet your unique needs. Contact Khim today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Securities Government Debt Securities Superannuation strategies Wealth accumulation Investment portfolio construction Retirement planning Securities advice Government debt securities

Client Types

Personal Investors SMSF Trust Structures Company Structures Self-Employed

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000312036

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Khim Chua offer?

Khim Chua provides advice on superannuation, wealth management, securities, and government debt securities. He can help you with retirement planning, investment strategies, and wealth accumulation.

What are Khim Chua's qualifications?

Khim holds a Master of Business Administration (Finance), a Graduate Certificate in Financial Planning, a Graduate Diploma of Applied Finance (Financial Planning), is an Accredited Derivatives Adviser Level 1, and a CERTIFIED FINANCIAL PLANNER. He also completed Ethics and Professional Relationships training at QUT.

How does Khim Chua approach financial planning?

Khim takes a client-centered approach, focusing on understanding your unique financial situation, goals, and risk tolerance. He then develops a tailored plan to help you achieve your objectives.

What can I expect during my first meeting with Khim Chua?

During your first meeting, Khim will discuss your financial goals, current situation, and any concerns you may have. This will help him understand your needs and determine how he can best assist you. There is no obligation to proceed after the initial consultation.

Is Khim Chua a member of any professional associations?

Yes, Khim Chua is a member of the Financial Advice Association of Australia (FAAA).

Get in Touch

Contact Khim directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.