Adrian Coles Financial Planner Report

Name:
Adrian Coles

Rep Number:
000248424

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Location:
Barton, , ACT, 0

Licensee
Name:

Number:
000232706

ABN:
89 051 208 327

Controlled By:

Appointed By
Name:
AMP Financial Planning Pty Limited

Licence Number:
000232706

ABN:
89 051 208 327

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

Qualifications
University of Canberra
Bachelor of Commerce (Accounting)
Kaplan Professional
Certificate IV Financial Services (Finance/Mortgage Broking) (Qualification)
Intellitrain Pty Ltd
Diploma of Finance and Mortgage Broking Management
Financial Planning Association (FPA)
Diploma of Financial Planning

Memberships
Association of Financial Advisers (AFA)