Keith Coles Financial Planner Report

Name:
Keith Graham Coles

Rep Number:
000241218

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2013-12-16 onwards

Location:
Burnie, , TAS, 0

Licensee
Name:

Number:
000232705

ABN:
77 003 323 055

Controlled By:

Appointed By
Name:
Hillross Financial Services Limited

Licence Number:
000232705

ABN:
77 003 323 055

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Superannuation

Qualifications
TAFE Tasmania
Advanced Diploma of Financial Services (financial Planning)
AAMC Training Group
Certificate IV in Finance and Mortgage Broking (Qualification)
Financial Services Training & Assessment Pty Ltd
Diploma of Financial Services (Financial Planning)

Memberships
Association of Financial Advisers (AFA)
FBAA - Finance Brokers Association of Australia