Financial Adviser · MAROOCHYDORE, QLD

Annika Mary Coutts

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001261034

Annika Mary Coutts is a financial adviser based in Maroochydore, Queensland, with 8 years of experience in the financial services industry. Annika is currently authorised under Infocus Securities Australia Pty Ltd. Annika 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 Bachelor of Accounting from University of South Australia.

Authorised to Advise On

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

Restrictions: Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2012
BLW22 Taxation Law
Curtin University
2016
Bachelor of Accounting
University of South Australia
2017
Diploma of Financial Planning
Kaplan Professional
2019
Self Managed Superannuation Funds
Kaplan Professional
2025
FPC001B Economic and Legal Context
Regulation & Legal Obligations - Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
FPC003 Superannuation and Retirement Advice
Kaplan Professional
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional

Registration History

Jan 2018 - Present Current
Securities excludes direct equities advice

Source: ASIC Financial Advisers Register