Financial Adviser
· KIRRAWEE, NSW
Colin John Ward
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000222915
Colin John Ward is a financial adviser based in Kirrawee, New South Wales, with 24 years of experience in the financial services industry. Colin is currently authorised under Fortnum Private Wealth 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 Certified Financial Planner from Financial Planning Association of Australia. Colin is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Business (Accounting & Finance)
University of Technology Sydney
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2009
Certificate IV in Financial Services (Finance/Mortgage broking)
Traineeship Management Australia
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2013
Certified Financial Planner
Financial Planning Association of Australia
2014
Accredited Listed Product Adviser Program
Kaplan Professional Education
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register