Financial Adviser
· LAUNCESTON, TAS
Benjamin Coxen
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001009428
Benjamin Coxen is a financial adviser based in Launceston, Tasmania, with 19 years of experience in the financial services industry. Benjamin is currently authorised under Capstone Financial Planning Pty Ltd. Benjamin 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 (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
SECURITOR FINANCIAL GROUP PTY LIMITED
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.
Source: ASIC Financial Advisers Register