Gareth Colgan
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000278074
- Location
- Sydney NSW 2000
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 November 2010
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Planning, Tribeca (2004); SMSF, Kaplan (2008); Advanced Diploma of Financial Services and ASX Accredited Listed Products Adviser (ALPA) Program, Kaplan (2009); Certified Financial Planner, Financial Advice Association Australia (2012); Margin Lending and Geared Investments, Kaplan (2012)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Gareth Colgan
Gareth Colgan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000278074).
The licensee Gareth advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 1 November 2010.
According to the register, Gareth first provided financial advice in 2007. Qualifications and training on file include Diploma of Financial Planning (Tribeca, 2004), SMSF (Kaplan, 2008) and Advanced Diploma of Financial Services and ASX Accredited Listed Products Adviser (ALPA) Program (Kaplan, 2009). Gareth is recorded as a member of 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 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 Gareth Colgan a registered financial adviser?
Yes. Gareth Colgan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000278074.
Which licensee does Gareth Colgan work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Gareth Colgan 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.