Financial Adviser
· BEVERLY HILLS, NSW
Colin Oliver Goldsmith
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000315964
Colin Oliver Goldsmith is a financial adviser based in Beverly Hills, New South Wales, with 19 years of experience in the financial services industry. Colin is currently authorised under Mooncunningham Financial Services Pty Ltd. Colin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelors of Commerce from The University of Newcastle. Colin is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelors of Commerce
The University of Newcastle
2007
Diploma of Financial Services (Financial Planning)
FINSIA
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
Advanced Diploma of Financial Services(Financial Planning)
International Institute if Technology
2016
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers
2023
Accredited Derivatives Adviser Level 1
Kaplan
2023
Accredited Derivatives Adviser Level 2
Kaplan Professional