Financial Adviser · WOREE, QLD

Rodney Roy Koch

40 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000250001

Rodney Roy Koch is a financial adviser based in Woree, Queensland, with 40 years of experience in the financial services industry. Rodney is currently authorised under Charter Financial Planning Limited. Rodney holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rodney holds a SMSF Course from University of Adelaide.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2014

SMSF Course

University of Adelaide

Registration History

Charter Financial Planning Limited

Jan 2004 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register