Financial Adviser · SOUTHPORT, QLD

Larissa Paige Coert

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001270730

Larissa Paige Coert is a financial adviser based in Southport, Queensland, with 8 years of experience in the financial services industry. Larissa is currently authorised under Oakview Financial Pty Ltd. Larissa 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 Business ( Employment Relations ) from Griffith University.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2015
Bachelor of Business ( Employment Relations )
Griffith University
2018
Diploma of Financial Planning
International Institute of Technology
2025
Graduate Diploma of Financial Planning
Kaplan

Registration History

Feb 2025 - Present Current
Oct 2024 - Jan 2025 Ceased
Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.
AAN WEALTH MANAGEMENT PTY LTD
Oct 2019 - Oct 2024 Ceased
SMART SOLUTIONS GROUP (AUST) PTY LTD
Dec 2018 - Aug 2019 Ceased

Source: ASIC Financial Advisers Register