Financial Adviser · MELBOURNE, VIC

William David Coggins

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001272503

Currently at

Melbourne, VIC

View firm profile

William David Coggins is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. William is currently authorised under Endeavor Asset Management, operating through Ffa Fp. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Government Debentures, Stocks or Bonds - Class of Product Only;

Authorised to provide tax financial advice services

Qualifications and Training

2018

Graduate Diploma of Financial Planning

Kaplan Professional

2019

Accredited Listed Product Adviser Program

Kaplan Professional

2022

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Endeavor Asset Management Pty. Ltd.

Jan 2025 - Present Current

Government Debentures, Stocks or Bonds - Class of Product Only;

WEALTH TRAIL PTY LTD

Nov 2022 - Feb 2025 Ceased

Consultum Financial Advisers Pty Ltd

Dec 2018 - Nov 2022 Ceased

Source: ASIC Financial Advisers Register