Craig Allen Coates
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235685
- Location
- Newcastle NSW 2300
- Licensee
- Advice Evolution Pty Ltd (AFSL 342880)
- Authorised since
- 18 September 2019
- First provided advice
- 1989
- Qualifications
- Certified Financial Planner, Financial Planning Association of Australia (1997); Diploma of Financial Planning, Financial Planning Association of Australia (2002)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Craig Allen Coates
Craig Allen Coates is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newcastle, New South Wales (adviser number 000235685).
Craig provides advice as an authorised representative of Advice Evolution Pty Ltd, which holds Australian financial services licence 342880. The current authorisation started on 18 September 2019.
The register records 1989 as the year Craig first provided financial advice. The qualifications listed for Craig include Certified Financial Planner (Financial Planning Association of Australia, 1997) and Diploma of Financial Planning (Financial Planning Association of Australia, 2002). 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Craig Allen Coates a registered financial adviser?
Yes. Craig Allen Coates is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235685.
Which licensee does Craig Allen Coates work under?
Advice Evolution Pty Ltd, Australian financial services licence 342880.
What can Craig Allen Coates 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; standard margin lending.