Colin Oliver Goldsmith
Financial Adviser in Beverly Hills, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000315964
- Location
- Beverly Hills NSW 2209
- Licensee
- Mooncunningham Financial Services Pty Ltd (AFSL 555843)
- Authorised since
- 1 July 2024
- First provided advice
- 2007
- Qualifications
- Bachelors of Commerce, The University of Newcastle (1998); Diploma of Financial Services (Financial Planning), FINSIA (2007); Margin Lending and Geared Investments, Kaplan Professional (2010); Advanced Diploma of Financial Services(Financial Planning), International Institute if Technology (2012); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (2016); Accredited Derivatives Adviser Level 1, Kaplan (2023); Accredited Derivatives Adviser Level 2, Kaplan Professional (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Colin Oliver Goldsmith
Colin Oliver Goldsmith is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Beverly Hills, New South Wales (adviser number 000315964).
The licensee Colin advises under is Mooncunningham Financial Services Pty Ltd (AFS licence 555843). That authorisation dates from 1 July 2024.
The register records 2007 as the year Colin first provided financial advice. Qualifications and training on file include Bachelors of Commerce (The University of Newcastle, 1998), Diploma of Financial Services (Financial Planning) (FINSIA, 2007) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 Oliver Goldsmith a registered financial adviser?
Yes. Colin Oliver Goldsmith is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000315964.
Which licensee does Colin Oliver Goldsmith work under?
Mooncunningham Financial Services Pty Ltd, Australian financial services licence 555843.
What can Colin Oliver Goldsmith 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; derivatives.