Rodney Roy Koch
Financial Adviser in Woree, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250001
- Location
- Woree QLD 4868
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 January 2004
- First provided advice
- 1986
- Qualifications
- SMSF Course, University of Adelaide (2014)
- 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, 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 Rodney Roy Koch
Rodney Roy Koch is a financial adviser in Woree, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000250001.
The licensee Rodney advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 1 January 2004.
According to the register, Rodney first provided financial advice in 1986. The qualifications listed for Rodney include SMSF Course (University of Adelaide, 2014).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “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 Rodney Roy Koch a registered financial adviser?
Yes. Rodney Roy Koch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250001.
Which licensee does Rodney Roy Koch work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Rodney Roy Koch 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; 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."