Financial Adviser
· SYDNEY, NSW
Edis Koch
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006104
Edis Koch is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Edis is currently authorised under Lgt Wealth Management Limited. Edis holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Macquarie University. Edis is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce
Macquarie University
2014
Self Managed Superannuation Funds
Kaplan Professional Education
2016
Financial Planning
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register