Tony Coates
Financial Adviser in Gosford, New South Wales, Australia
Review Tony Coates
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001005634
- Location
- Gosford NSW 2250
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 1 December 2019
- First provided advice
- 1995
- Qualifications
- Bachelor of Arts Diploma in Education, The University of New South Wales (1989); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2000); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); TASACL Commercial Law, Kaplan Professional (2024); TFA Tax for Financial Advising, Kaplan Professional (2024)
- 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
- Restriction
- Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Tony Coates
On the Financial Advisers Register kept by ASIC, Tony Coates appears as a current financial adviser in Gosford, New South Wales, adviser number 001005634.
The licensee Tony advises under is Aware Financial Services Australia Limited (AFS licence 238430). The current authorisation started on 1 December 2019.
The register records 1995 as the year Tony first provided financial advice. Qualifications and training on file include Bachelor of Arts Diploma in Education (The University of New South Wales, 1989), Certified Financial Planner (Financial Planning Association of Australia (FPA), 2000) and Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Tony is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.”
Reviews
Nobody has reviewed Tony Coates here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Tony Coates a registered financial adviser?
Yes. Tony Coates is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005634.
Which licensee does Tony Coates work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can Tony 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. It also records this restriction: "Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list."