STEPHEN COGHLAN

Licensee: ACCOUNTANTS INVESTMENT MANAGEMENT PTY LTD

STEPHEN COGHLAN (Adviser# 000242910) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is May 20, 2004.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEPHEN COGHLAN
Adviser Number 000242910
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1986
Financial Service (AFS) Licence Licence# 000221933
ACCOUNTANTS INVESTMENT MANAGEMENT PTY LTD
Licence ABN 77091135625
Adviser Start Date 2004-05-20
Appointing Representative Name ACCOUNTANTS INVESTMENT MANAGEMENT PTY LTD
Appointing Representative Number 000221933
Appointing Representative ABN 77091135625

Authorisations to provide financial product advice

  • STEPHEN COGHLAN
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Financial Planning Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000221933 ACCOUNTANTS INVESTMENT MANAGEMENT PTY LTD 2004-05-20 - ACCOUNTANTS INVESTMENT MANAGEMENT PTY LTD

Licensee Information

Licence Name ACCOUNTANTS INVESTMENT MANAGEMENT PTY LTD
Licence Number 000221933
Licence ABN 77091135625

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KATHLEEN ANNE HAWKINS Accountants Investment Management Pty Ltd Ceased 2008-10-16
PAUL CHRISTOPHER CHARNOCK Accountants Investment Management Pty Ltd Current 2003-12-22
ANTHONY ROBERT HAWKINS Accountants Investment Management Pty Ltd Current 2002-09-03

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KATHLEEN ANNE HAWKINS Accountants Investment Management Pty Ltd Ceased 2008-10-16
PAUL CHRISTOPHER CHARNOCK Accountants Investment Management Pty Ltd Current 2003-12-22
ANTHONY ROBERT HAWKINS Accountants Investment Management Pty Ltd Current 2002-09-03

Competitor

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.