BENJAMIN COXEN

Financial Adviser ยท Launceston, TAS

Registered

Registration Number

001009428

Registration Status

Registered

Location

Launceston, TAS 7250

Providing Advice Since

2007

Registration Date

29/06/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2008 - Graduate Diploma of Financial Planning - - FINSIA
2009 - Bachelor of Commerce (Finance) - - University Of Southern Queensland
2009 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA)
2015 - ASX Listed Products Accreditation Course (LPAC) - - LPAC Online
2015 - Cavendish & ICFS Specialist SMSF Course - - University Of Adelaide

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.