Financial Adviser · GLADESVILLE, NSW

Steven James Mccosker

GLADESVILLE, NSW

31 Years experience

Tax advice
authorised

ASIC Registered · ADV 000245044

Currently at

Plan To Succeed

Gladesville, NSW (firm address)

View firm profile

Steven James Mccosker is a financial adviser based in Gladesville, New South Wales, with 31 years of experience in the financial services industry since 1995. Steven is currently authorised under Prime Partners Financial Advice, operating through Plan To Succeed. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's qualifications include a Bachelor of Financial Administration from University of New England. Steven is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Financial Administration

University of New England

2003

Diploma of Financial Planning (8 Units)

Financial Planning Association - Deakin University

2010

Margin Lending & Geared Investments

Kaplan

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Education

Registration History

Prime Partners Financial Advice Pty Ltd

Feb 2021 - Present Current

Prime Partners Financial Advice Pty Ltd

Sep 2014 - Jan 2021 Ceased

Source: ASIC Financial Advisers Register