FRANCIS JAMES COGGAN
Financial Adviser · Maitland, NSW
📚 Qualifications & Training
2009 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Queensland University of Technology
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.