David Thomas Coghlan
Financial Adviser in Scoresby, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000294869
- Location
- Scoresby VIC 3179
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 2 September 2011
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2006)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About David Thomas Coghlan
On the Financial Advisers Register kept by ASIC, David Thomas Coghlan appears as a current financial adviser in Scoresby, Victoria, adviser number 000294869.
David provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 2 September 2011.
The register records 2005 as the year David first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca, 2006).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is David Thomas Coghlan a registered financial adviser?
Yes. David Thomas Coghlan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000294869.
Which licensee does David Thomas Coghlan work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can David Thomas Coghlan 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."