Financial Adviser
· MAITLAND, NSW
Francis James Coggan
No disciplinary history on record with ASIC
MAITLAND,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271556
Francis James Coggan is a financial adviser based in Maitland, New South Wales, with 8 years of experience in the financial services industry since 2018. Francis is currently authorised under Ri Advice Group. Francis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Francis's qualifications include a Bachelor of Business (Accountancy) from Queensland University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Restrictions: Securities: Class of product only.
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business (Accountancy)
Queensland University of Technology
2015
Diploma of Financial Planning
Kaplan Professional Education
2018
Advanced Diploma of Financial Planning
Kaplan Professional Education
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education