Financial Adviser
· WEST RICHMOND, SA
Efstathia Cossey
No disciplinary history on record with ASIC
WEST RICHMOND,
SA
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000334046
Efstathia Cossey is a financial adviser based in West Richmond, South Australia, with 17 years of experience in the financial services industry since 2009. Efstathia is currently authorised under Paragem, operating through Cottonescott Future. Efstathia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Efstathia's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Efstathia is a member of CPA Australia (CPA) and 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
1993
Bachelor of Science (Mathematical & Computer Science)
University of Adelaide
2004
Certified Practicing Accountant (CPA)
CPA Australia
2012
RG146 Margin Lending
MLC ThreeSixty
2016
Certified Financial Planner (CFP)
Financial Planning Association (FPA)