Khim Chua
CFP®
Senior Financial Adviser
Khim is passionate and always strives to deliver results for his clients by acting in their best interest.
Khim has been working as an adviser in the financial services industry since 2007. With a focus on providing customised advice, Khim aims to deliver a superior level of service and outcomes for his clients.
Investment Style
Khim uses a pragmatic style towards investments with a focus on risk management and meeting the objectives of the clients by developing a customised investment strategy.
Services and Specialties
Financial Planning
Investment Advice
Retirement and Estate Planning
Stockbroking
Superannuation Advice
Wealth Management
Qualifications and Professional Affiliations
Margin Lending and Geared Investments
Masters of Business Administration (MBA)
Graduate Diploma of Applied Finance (Financial Planning)
Accredited Derivatives Advisers Level 1
Graduate Diploma of Financial Planning
Ethics and Professional Relationships
Associations
CFP® Member of the Financial Planning Association of Australia
Competencies
Managed Investments
Generic
Financial Planning
Superannuation
Margin Lending
Securities
I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary and percentage of fees.
