Financial Adviser
· KEW, VIC
Courtney Louise Biggs
No disciplinary history on record with ASIC
KEW,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237545
Practice
Kew, VIC (practice address on ASIC register)
Licensed through Cotham Advisory
About Courtney Louise Biggs
Courtney Louise Biggs is a financial adviser based in Kew, Victoria, with 11 years of experience in the financial services industry since 2015. Courtney works at Bold Wealth, which is licensed through Cotham Advisory. Courtney holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Courtney's qualifications include a Bachelor of Applied Finance from University of South Australia. Courtney is a member of CPA Australia (CPA).
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
2007
Diploma of Financial Services (FP)
Kaplan Education
2008
Advanced Diploma of Financial Services (FP)
Kaplan Education
2013
Bachelor of Applied Finance
University of South Australia
2019
Certified Practicing Accountant
CPA AUstralia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional