Financial Adviser · HOPE ISLAND, QLD

Robert Sedley Koschel

HOPE ISLAND, QLD

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000244979

Currently at

Sedley Koschel Wealth

Hope Island, QLD (firm address)

View firm profile

About Robert Sedley Koschel

Robert Sedley Koschel is a financial adviser based in Hope Island, Queensland, with 28 years of experience in the financial services industry since 1998. Robert is currently authorised under My Wealth Garden, operating through Sedley Koschel Wealth. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Foundation Diploma of Financial Planning from FPA. Robert is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

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

2001

Foundation Diploma of Financial Planning

FPA

2004

Self Managed Super Fund Course

Tribeca

2010

Margin Lending

Kaplan

2013

ASX Securities

Kaplan

2014

Certificate IV in Financial Services (Finance/Mortgage Broking)

AAMC

Registration History

My Wealth Garden Pty Ltd

Oct 2022 - Present Current

Professional Investment Services Pty Ltd

Jun 2008 - Sep 2022 Ceased

Source: ASIC Financial Advisers Register