Financial Adviser
· BROADBEACH, QLD
Todd Luke Cole
No disciplinary history on record with ASIC
BROADBEACH,
QLD
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000321974
Practice
Broadbeach, QLD (practice address on ASIC register)
Licensed through Canaccord Genuity Financial
About Todd Luke Cole
Todd Luke Cole is a financial adviser based in Broadbeach, Queensland, with 16 years of experience in the financial services industry since 2010. Todd works at Oracle Blvd Capital, which is licensed through Canaccord Genuity Financial Limited. Todd holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Todd's qualifications include a Certified Financial Planner from Financial Planner Association of Australia (FPA). Todd is a member of Australian Technical Analyst Association.
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
2010
Bachelor of Commerce (Financial Planning)/Bachelor of International Business
Griffith University
2011
Gearing & Margin Lending Certification
Kaplan
2012
SMSF Certification
Kaplan
2013
Accredited Derivatives Adviser Level 1
Kaplan
2017
Certified Financial Planner
Financial Planner Association of Australia (FPA)
2024
Ethics and Professionalism in Finance
Ethics - Kaplan Professional
Registration History
A.C.N. 140 520 225 PTY LTD
AFFINIA FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register