Angela Coffen – Financial Adviser
Adviser identifying number: 410885
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: SHAW AND PARTNERS LIMITED
Licence number: 236048
Licensee’s ABN: 24003221583
Licence controlled by:
The date the Financial Adviser commenced the appointment: 02/08/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHAW AND PARTNERS LIMITED
Authorised Representative identifying number: 236048
Authorised Representative’s ABN: 24003221583
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:
- Accredited Derivatives Adviser Level 1 – Deakin Prime
- Accredited Derivatives Adviser Level 2 – Kaplan
- Margin Lending Accreditation – Deakin Prime
- Professional Diploma in Stockbroking – Deakin Prime
- Superannuation Accreditation Program – Deakin Prime
Relevant memberships of professional bodies or industry associations:
Angela Coffen is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Securities
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services