Financial Adviser
· MERMAID BEACH, QLD
Jace Aiden Cosgrove
No disciplinary history on record with ASIC
MERMAID BEACH,
QLD
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000296156
Jace Aiden Cosgrove is a financial adviser based in Mermaid Beach, Queensland, with 22 years of experience in the financial services industry since 2004. Jace is currently authorised under 2dm Capital. Jace holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jace's qualifications include a Bachelor of Commerce from The University of Southern Queensland. Jace is a member of Institute of Public Accountants (IPA), National Institute of Accountants and Tax Practitioners Board.
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
2002
Bachelor of Commerce
The University of Southern Queensland
2007
ASX Accredited Derivatives Adviser Level One
Kaplan
2013
SMSF Strategies Course
Terra Cordis
2015
Advanced Diploma of Financial Planning
Pinnacle
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
LIBERTAS FINANCIAL PLANNING PTY LTD
GUARDIANFP PTY LIMITED
Superannuation excludes SMSF Advice
AAA FINANCIAL INTELLIGENCE LTD
AAA SHARES PTY LTD
METROPOLITAN CAPITAL SECURITIES LIMITED
Source: ASIC Financial Advisers Register