Financial Adviser · ADELAIDE, SA

Darren Chalk

ADELAIDE, SA

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000259181

Currently at

Industry Fund Services Limited

Melbourne, VIC (firm address)

View firm profile

Darren Chalk is a financial adviser based in Adelaide, South Australia, with 22 years of experience in the financial services industry since 2004. Darren is currently authorised under Industry Fund Services Limited, operating through Industry Fund Services. Darren holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Darren's qualifications include a Bachelor of Commerce from University of Adelaide.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation products (excluding Self Managed Superannuation Funds)

Authorised to provide tax financial advice services

Qualifications and Training

1993

Bachelor of Commerce

University of Adelaide

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Industry Fund Services Limited

May 2022 - Present Current

Superannuation products (excluding Self Managed Superannuation Funds)

STATEWIDE SUPERANNUATION PTY LTD

Jun 2021 - Apr 2022 Ceased

Adviser Is RESTRICTED from providing advice for the following classes of financial products: (i) standard margin lending facility; (ii) Self Managed Superannuation Funds (SMSFs). Adviser is RESTRICTED from dealing in a financial product by applying for, acquiring, varying or disposing of a financial product on behalf of anotherperson in respect of the following classes of products: (i) standard margin lending facility; (ii) Self Manager Superannuation Funds (SMSFs); to retail or wholesale clients

Integrity Financial (SA) Pty Ltd

Oct 2019 - Apr 2021 Ceased

Commonwealth Financial Planning Limited

Dec 2016 - Aug 2019 Ceased

Not authorised to provide personal advice on Standard Margin Lending

Source: ASIC Financial Advisers Register