Financial Adviser · CROMER, NSW

Colin Stocks

20 Years experience

Tax advice
authorised

Currently at

West Perth, WA

View firm profile

ASIC Registered · ADV 001008118

Colin Stocks is a financial adviser based in Cromer, New South Wales, with 20 years of experience in the financial services industry. Colin is currently authorised under Core Financial Services Pty Ltd. Colin holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services (Financial Planning) from Kaplan Education Pty Ltd. Colin is a member of National Insurance Brokers Association (NIBA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance

Restrictions: Authorisation for Life Insurance and Life Insurance under Super / SMSF advice only

Authorised to provide tax financial advice services

Qualifications and Training

2010

Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2011

Tier 1 Insurance Broking

Australian and New Zealand Institute of Insurance and Finance (ANZIIF)

Registration History

Core Financial Services Pty Ltd

Aug 2020 - Present Current

Authorisation for Life Insurance and Life Insurance under Super / SMSF advice only

Marsh Advantage Insurance Pty Ltd

May 2015 - Aug 2020 Ceased

Marsh Advantage Insurance Pty Ltd

Dec 2013 - May 2015 Ceased

Marsh Pty Ltd

Apr 2011 - Dec 2013 Ceased

Source: ASIC Financial Advisers Register