Financial Adviser
· TOOWONG, QLD
David John Coxon
No disciplinary history on record with ASIC
TOOWONG,
QLD
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004902
About David John Coxon
David John Coxon is a financial adviser based in Toowong, Queensland, with 31 years of experience in the financial services industry since 1995. David is currently authorised under Alliance Wealth, operating through Financial Advice Matters Group. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. David 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Entry Level Competencies, Investment Planning 1 and Risk Management
IntegraTec
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2015
Self Managed Superannuation Funds Course
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
2025
Tax for Financial Advising Course
Kaplan Professional
Registration History
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register