Financial Adviser
· AITKENVALE, QLD
Roxanne Coco
No disciplinary history on record with ASIC
AITKENVALE,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007552
Roxanne Coco is a financial adviser based in Aitkenvale, Queensland, with 11 years of experience in the financial services industry since 2015. Roxanne is currently authorised under Professional Investment Services, operating through Jayvee Management. Roxanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Roxanne's qualifications include a Master of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce
Bond University
2024
Master of Financial Planning
Kaplan Higher Education
2025
Tax for Financial Advising
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register