Chloe-anne Melissa Arthur

Name
Chloe-anne Melissa Arthur
ID
343513
ABN
First Provided Advice
2009
Restrictions
Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • Advanced Diploma of Financial Planning - International Institute of Technology
  • Life Insurance Adviser (Personal Advice) - Mentor Education
  • TASA & the TPB Code of Professional Conduct AND DFP5v2 Tax for Financial Advising - Kapan
  • Tier 1 Adviser Compliance Solution - Kaplan Education Pty Ltd
  • Tier 1 Securities - Personal Advice - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Boston Reed Pty Ltd (#225738)
Commenced
June 16, 2020
Ceased
Feb. 1, 2021
Status
Ceased
Licence Holder
Nextgen Financial Group Pty Ltd (#240938)
Commenced
April 23, 2018
Ceased
June 16, 2020
Status
Current
Licence Holder
Findex Advice Services Pty ltd (#243253)
Commenced
Aug. 12, 2021

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Professional Investment Services Pty Ltd (#234951)
Commenced
Dec. 16, 2009
Ceased
Feb. 22, 2010
Status
Ceased
Licence Holder
Professional Investment Services Pty Ltd (#234951)
Commenced
Sept. 21, 2010
Ceased
May 3, 2011
Status
Ceased
Licence Holder
Professional Investment Services Pty Ltd (#234951)
Commenced
Feb. 22, 2010
Ceased
Sept. 21, 2010
Status
Ceased
Licence Holder
RI Advice Group Pty Ltd (#238429)
Commenced
Dec. 23, 2015
Ceased
April 12, 2018