Colin Stocks
Financial Adviser in Cromer, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008118
- Location
- Cromer NSW 2099
- Licensee
- Core Financial Services Pty Ltd (AFSL 480009)
- Authorised since
- 24 August 2020
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2010); Tier 1 Insurance Broking, Australian and New Zealand Institute of Insurance and Finance (ANZIIF) (2011)
- Memberships
- National Insurance Brokers Association (NIBA)
- Advice areas
- superannuation, life risk insurance
- Restriction
- Authorisation for Life Insurance and Life Insurance under Super / SMSF advice only
- Tax (financial) advice
- Yes
- Register status
- Current
About Colin Stocks
On the Financial Advisers Register kept by ASIC, Colin Stocks appears as a current financial adviser in Cromer, New South Wales, adviser number 001008118.
Advice is given under the Australian financial services licence of Core Financial Services Pty Ltd, licence number 480009. The current authorisation started on 24 August 2020.
The register records 2006 as the year Colin first provided financial advice. The qualifications listed for Colin include Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2010) and Tier 1 Insurance Broking (Australian and New Zealand Institute of Insurance and Finance (ANZIIF), 2011). Colin is recorded as a member of National Insurance Brokers Association (NIBA).
The authorisation covers advice on superannuation and life risk insurance. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Authorisation for Life Insurance and Life Insurance under Super / SMSF advice only.”
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Questions people ask
Is Colin Stocks a registered financial adviser?
Yes. Colin Stocks is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008118.
Which licensee does Colin Stocks work under?
Core Financial Services Pty Ltd, Australian financial services licence 480009.
What can Colin Stocks give advice on?
The register lists these advice areas: superannuation; life risk insurance. It also records this restriction: "Authorisation for Life Insurance and Life Insurance under Super / SMSF advice only."