Angela Koch
Financial Adviser in Canberra, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005326
- Location
- Canberra ACT 2601
- Licensee
- Jbwere Ltd (AFSL 341162)
- Authorised since
- 29 October 2009
- First provided advice
- 2004
- Qualifications
- Bachelor Degree, University of Canberra (1995); Graduate Diploma of Applied Finance and Investment, FINSIA (2008); Foreign Exchange Accreditation Program, Stockbrokers and Financial Advisers Association Limited (2018)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, foreign exchange contracts
- Restriction
- Superannuation - Can only advise on a person's existing holding in a superannuation product
- Tax (financial) advice
- Yes
- Register status
- Current
About Angela Koch
Angela Koch is a financial adviser in Canberra, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 001005326.
The licensee Angela advises under is Jbwere Ltd (AFS licence 341162). That authorisation dates from 29 October 2009.
The register records 2004 as the year Angela first provided financial advice. Qualifications and training on file include Bachelor Degree (University of Canberra, 1995), Graduate Diploma of Applied Finance and Investment (FINSIA, 2008) and Foreign Exchange Accreditation Program (Stockbrokers and Financial Advisers Association Limited, 2018).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation – Can only advise on a person’s existing holding in a superannuation product.”
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Questions people ask
Is Angela Koch a registered financial adviser?
Yes. Angela Koch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005326.
Which licensee does Angela Koch work under?
Jbwere Ltd, Australian financial services licence 341162.
What can Angela Koch give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; foreign exchange contracts. It also records this restriction: "Superannuation - Can only advise on a person's existing holding in a superannuation product."