Chad Brookes
LOYALTY FINANCIAL SERVICES PTY LTD · Banora Point NSW 2486 · Advising since 2007
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001003322
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- LOYALTY FINANCIAL SERVICES PTY LTD · AFSL 227096Since 26 September 2025
- Principal business address
- Banora Point NSW 2486
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTSep 2025 – presentLOYALTY FINANCIAL SERVICES PTY LTD · AFSL 227096
- CEASEDJan 2025 – Aug 2025AXIIS CAPITAL PTY LTD · AFSL 523464
- CEASEDSep 2022 – Sep 2024SPARK ADVISORS AUSTRALIA PTY LTD · AFSL 380552Through authorised representative AUREUS WEALTH ADVISERS PTY LTD (no. 001259968)
- CEASEDJul 2018 – Sep 2022A.C.N. 603 037 510 PTY LTD · AFSL 494274Through authorised representative ZENITH GLOBAL WEALTH MANAGEMENT PTY LTD (no. 001266065)
- CEASEDSep 2017 – May 2018MACQUARIE EQUITIES LIMITED · AFSL 237504
- CEASEDMar 2011 – Mar 2015WESTPAC BANKING CORPORATION · AFSL 233714
- CEASEDJun 2010 – Jan 2011LIFESTYLE ASSET MANAGEMENT PTY LTD · AFSL 288421
- CEASEDFeb 2007 – Jan 2010A.C.N. 094 796 308 PTY LTD · AFSL 220870
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Certificate in Applied Finance
Kaplan Professional · 2017 · Graduate Certificate (AQF 8)
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education · 2017
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional · 2012
Margin Lending and Geared Investments
Kaplan Professional · 2011
Certificate IV in Financial Services (Finance/Mortgage Broking)
International Institute of Technology · 2010
Estate Planning
Kaplan Professional · 2010 · Other
Taxation Planning
Kaplan Professional · 2010 · Other
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Chad Brookes claims the profile.
Reviews
Not yet reviewed
No client has reviewed Chad Brookes on Souffle yet.
Contacting Chad Brookes
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
LOYALTY FINANCIAL SERVICES PTY LTD · AFSL 227096
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Chad Brookes claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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