Data sourced from ASIC Financial Advisers Register
Financial Adviser · LAUNCESTON, TAS

Benjamin Coxen

LAUNCESTON, TAS
19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001009428
Practice
Coxen Financial Planning
Launceston, TAS (practice address on ASIC register)
Licensed through Capstone Financial Planning
View practice

About Benjamin Coxen

Benjamin Coxen is a financial adviser based in Launceston, Tasmania, with 19 years of experience in the financial services industry since 2007. Benjamin works at Coxen Financial Planning, which is licensed through Capstone Financial Planning. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Benjamin 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

2008
Graduate Diploma of Financial Planning
FINSIA
2009
Bachelor of Commerce (Finance)
University Of Southern Queensland
2009
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2015
ASX Listed Products Accreditation Course (LPAC)
LPAC Online
2015
Cavendish & ICFS Specialist SMSF Course
University Of Adelaide

Registration History

Capstone Financial Planning Pty Ltd
Jun 2019 - Present Current
SECURITOR FINANCIAL GROUP PTY LIMITED
Nov 2015 - Jun 2019 Ceased
Hillross Financial Services Limited
Jun 2015 - Oct 2015 Ceased
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Specialised Private Capital Wholesale Pty Ltd
Sep 2007 - May 2015 Ceased

Source: ASIC Financial Advisers Register