Financial Adviser · BUNDABERG, QLD

Myles Corcoran

BUNDABERG, QLD

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001247859

Practice

Potential Private Wealth

Bundaberg, QLD (practice address on ASIC register)

Licensed through Alliance Wealth

View practice

About Myles Corcoran

Myles Corcoran is a financial adviser based in Bundaberg, Queensland, with 10 years of experience in the financial services industry since 2016. Myles works at Potential Private Wealth, which is licensed through Alliance Wealth. Myles holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Myles's qualifications include a Bachelor of Commerce (Accounting) from University of Southern Queensland. Myles is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Commerce (Accounting)

University of Southern Queensland

2012

Diploma of Financial Planning

Kaplan Professional

2014

Advanced Diploma of Financial Planning

Kaplan Professional

2018

TASA and the TPB Code of Professional Conduct Course

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Feb 2022 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

FINCHOICE PTY LTD

Sep 2016 - Feb 2022 Ceased

Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register