Benjamin Coxen
Financial Adviser in Launceston, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001009428
- Location
- Launceston TAS 7250
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 29 June 2019
- First provided advice
- 2007
- Qualifications
- Graduate Diploma of Financial Planning, FINSIA (2008); Bachelor of Commerce (Finance), University Of Southern Queensland (2009); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2009); ASX Listed Products Accreditation Course (LPAC), LPAC Online (2015); Cavendish & ICFS Specialist SMSF Course, University Of Adelaide (2015)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Benjamin Coxen
Benjamin Coxen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Launceston, Tasmania (adviser number 001009428).
The licensee Benjamin advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 29 June 2019.
The register records 2007 as the year Benjamin first provided financial advice. Qualifications and training on file include Graduate Diploma of Financial Planning (FINSIA, 2008), Bachelor of Commerce (Finance) (University Of Southern Queensland, 2009) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Benjamin Coxen a registered financial adviser?
Yes. Benjamin Coxen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001009428.
Which licensee does Benjamin Coxen work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Benjamin Coxen give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.