Financial Adviser
· HOPE ISLAND, QLD
Robert Sedley Koschel
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244979
Robert Sedley Koschel is a financial adviser based in Hope Island, Queensland, with 28 years of experience in the financial services industry. Robert is currently authorised under My Wealth Garden Pty Ltd. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Foundation Diploma of Financial Planning from FPA. Robert is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Foundation Diploma of Financial Planning
FPA
2004
Self Managed Super Fund Course
Tribeca
2010
Margin Lending
Kaplan
2013
ASX Securities
Kaplan
2014
Certificate IV in Financial Services (Finance/Mortgage Broking)
AAMC
Registration History
Source: ASIC Financial Advisers Register