Financial Adviser
· SYDNEY, NSW
Gareth Colgan
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000278074
Gareth Colgan is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Gareth is currently authorised under Fortnum Private Wealth Ltd. Gareth 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 Advice Association Australia. Gareth 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
Tribeca
2008
SMSF
Kaplan
2009
Advanced Diploma of Financial Services and ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan
2012
Certified Financial Planner
Financial Advice Association Australia
2012
Margin Lending and Geared Investments
Kaplan