Andrew Donald David Coates – Financial Adviser
Adviser identifying number: 411991
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: EP FINANCIAL SERVICES PTY LTD
Licence number: 325252
Licensee’s ABN: 52130772495
Licence controlled by: ELSTON GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 21/01/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EP FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 325252
Authorised Representative’s ABN: 52130772495
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Business – Central Queensland University
- Derivatives – Kaplan Professional
- Graduate Diploma of Financial Planning – Kaplan Professional
- Professional Certificate, Self Managed Superannuation – University of Adelaide
Relevant memberships of professional bodies or industry associations:
Andrew Donald David Coates is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Securities
- Superannuation