Stephen Coghlan Financial Planner Report

Name:
Stephen Coghlan

Rep Number:
000242910

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2004-05-20 onwards

Location:
Caringbah, Sydney, NSW, 2229

Licensee
Name:

Number:
000221933

ABN:
77 091 135 625

Appointed By
Name:
Accountants Investment Management Pty Ltd

Licence Number:
000221933

ABN:
77 091 135 625

May advise on following product areas:
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
Diploma of Financial Planning