JOSEPH COCO
Financial Adviser · South Townsville, QLD
📚 Qualifications & Training
2011 - Bachelor of Business (Financial Management/ Management and Entrepreneurship) - Bachelor Degree (AQF 7) - James Cook University
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2023 - FPE020 SMSF Regulations & Taxation - Other - Kaplan Professional
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.