DAVID THOMAS COGHLAN — Financial Adviser #000294869

Registration Number

000294869

Registration Status

Registered

Location

Scoresby, VIC 3179

Providing Advice Since

2005

Registration Date

02/09/2011

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca

ℹ️ 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.