Financial Adviser
· ADELAIDE, SA
Coby Faulkner
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000405582
Coby Faulkner is a financial adviser based in Adelaide, South Australia, with 15 years of experience in the financial services industry. Coby is currently authorised under Perks Private Wealth Pty Ltd. Coby 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 Certified Financial Planner from Financial Planning Association of Australia. Coby 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
Flinders University
2009
Diploma Financial Services (Financial Planning) FNS50804
Kaplan Australia
2014
Advanced Diploma of Financial Planning
Kaplan Australia
2017
Certified Financial Planner
Financial Planning Association of Australia
Registration History
POYNTER HARGRAVES FINANCIAL CONSULTANTS PTY LTD
WOTHERSPOON WEALTH PTY LTD
GPL (VIC) PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register