Financial Adviser · ESSENDON, VIC

Bronwyn Coy

14 Years experience
Tax advice
authorised
Currently at
Essendon, VIC
ASIC Registered · ADV 001001348

Bronwyn Coy is a financial adviser based in Essendon, Victoria, with 14 years of experience in the financial services industry. Bronwyn is currently authorised under Cccfs Pty Ltd. Bronwyn 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Bronwyn 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2013
Diploma of Financial Planning
Kaplan
2013
SMSF Accreditation
Kaplan
2015
Advanced Diploma of Financial Planning
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Accredited Aged Care Professional
Aged Care Steps

Registration History

Dec 2021 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Dec 2018 - Dec 2021 Ceased
Jan 2012 - Nov 2018 Ceased

Source: ASIC Financial Advisers Register