Colin John Ward
Financial Adviser in Kirrawee, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000222915
- Location
- Kirrawee NSW 2232
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190); Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 April 2025
- First provided advice
- 2002
- Qualifications
- Bachelor of Business (Accounting & Finance), University of Technology Sydney (1999); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Certificate IV in Financial Services (Finance/Mortgage broking), Traineeship Management Australia (2009); Margin Lending and Geared Investments, Kaplan Professional (2011); Self Managed Superannuation Funds, Kaplan Professional Education (2012); Certified Financial Planner, Financial Planning Association of Australia (2013); Accredited Listed Product Adviser Program, Kaplan Professional Education (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Colin John Ward
Colin John Ward is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kirrawee, New South Wales (adviser number 000222915).
Advice is given under the Australian financial services licence of Fortnum Advice Pty Ltd, licence number 519190. The register also lists Fortnum Private Wealth Ltd (licence 357306). That authorisation dates from 1 April 2025.
According to the register, Colin first provided financial advice in 2002. Qualifications and training on file include Bachelor of Business (Accounting & Finance) (University of Technology Sydney, 1999), Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and Certificate IV in Financial Services (Finance/Mortgage broking) (Traineeship Management Australia, 2009). Colin is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Colin John Ward a registered financial adviser?
Yes. Colin John Ward is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000222915.
Which licensee does Colin John Ward work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190 and Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Colin John Ward give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.