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- Financial Advisers Australia (FAA)
- Chloe-anne Melissa Arthur
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
- 2009 - Tier 1 Adviser Compliance Solution - - Kaplan Education Pty Ltd
- 2015 - Life Insurance Adviser (Personal Advice) - - Mentor Education
- 2017 - TASA & the TPB Code of Professional Conduct AND DFP5v2 Tax for Financial Advising - Other - Kapan
- 2017 - Tier 1 Securities - Personal Advice - - Kaplan Professional
- 2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
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