Jace Aiden Cosgrove

Name
Jace Aiden Cosgrove
ID
296156
ABN
–
First Provided Advice
2004

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Southern Queensland
  • 2007 - ASX Accredited Derivatives Adviser Level One - Other - Kaplan
  • 2013 - SMSF Strategies Course - Other - Terra Cordis
  • 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle
  • 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Institute of Public Accountants (IPA)
  • National Institute of Accountants
  • Tax Practitioners Board

Licencee

Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
March 20, 2023
Ceased
Feb. 15, 2025
Status
Ceased
Licence Holder
Libertas Financial Planning Pty Ltd (#429718)
Commenced
July 27, 2017
Ceased
March 19, 2023
Status
Current
Licence Holder
2dm Capital Pty ltd (#563434)
Commenced
Feb. 16, 2025

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Aaa Financial Intelligence Ltd (#312478)
Commenced
Dec. 1, 2008
Ceased
Dec. 19, 2013
Status
Ceased
Licence Holder
Aaa Shares Pty Ltd (#222138)
Commenced
March 8, 2006
Ceased
June 29, 2007
Status
Ceased
Licence Holder
Bks Markets Pty Ltd (#292464)
Commenced
July 28, 2008
Ceased
Oct. 10, 2008
Status
Ceased
Licence Holder
Bks Markets Pty Ltd (#292464)
Commenced
June 29, 2007
Ceased
July 25, 2008
Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
May 13, 2016
Ceased
July 27, 2017
Status
Ceased
Licence Holder
Guardianfp Pty Limited (#237641)
Commenced
Feb. 21, 2013
Ceased
May 12, 2016
Status
Ceased
Licence Holder
Metropolitan Capital Securities Limited (#286067)
Commenced
Nov. 15, 2005
Ceased
Jan. 30, 2006