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

  • ASX Accredited Derivatives Adviser Level One - Kaplan
  • Advanced Diploma of Financial Planning - Pinnacle
  • Bachelor of Commerce - The University of Southern Queensland
  • Ethics and Professionalism in Financial Advice - Kaplan Professional
  • SMSF Strategies Course - Terra Cordis

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
Libertas Financial Planning Pty Ltd (#429718)
Commenced
July 27, 2017
Ceased
March 19, 2023
Status
Current
Licence Holder
Interprac Financial Planning Pty ltd (#246638)
Commenced
March 20, 2023

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
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
Status
Ceased
Licence Holder
Sky Alliance Markets (au) Pty Ltd (#292464)
Commenced
July 28, 2008
Ceased
Oct. 10, 2008
Status
Ceased
Licence Holder
Sky Alliance Markets (au) Pty Ltd (#292464)
Commenced
June 29, 2007
Ceased
July 25, 2008