COLIN OLIVER GOLDSMITH
Financial Adviser Ā· Beverly Hills, NSW
š Qualifications & Training
1998 - Bachelors of Commerce - Bachelor Degree (AQF 7) - The University of Newcastle
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FINSIA
2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
2012 - Advanced Diploma of Financial Services(Financial Planning) - Advanced Diploma (AQF 6) - International Institute if Technology
2016 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers
2023 - Accredited Derivatives Adviser Level 1 - Other - Kaplan
2023 - Accredited Derivatives Adviser Level 2 - Other - Kaplan Professional
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.