Stephen Coghlan
Financial Adviser in Caringbah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242910
- Location
- Caringbah NSW 2229
- Licensee
- Accountants Investment Management Pty Ltd (AFSL 221933)
- Authorised since
- 20 May 2004
- First provided advice
- 1986
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (2002)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Coghlan
Stephen Coghlan is a financial adviser in Caringbah, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000242910.
The licensee Stephen advises under is Accountants Investment Management Pty Ltd (AFS licence 221933). The current authorisation started on 20 May 2004.
The register records 1986 as the year Stephen first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association, 2002).
Stephen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Stephen Coghlan a registered financial adviser?
Yes. Stephen Coghlan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242910.
Which licensee does Stephen Coghlan work under?
Accountants Investment Management Pty Ltd, Australian financial services licence 221933.
What can Stephen Coghlan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts; standard margin lending.