GARETH COLGAN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Tribeca
2008 - SMSF - Other - Kaplan
2009 - Advanced Diploma of Financial Services and ASX Accredited Listed Products Adviser (ALPA) Program - Advanced Diploma (AQF 6) - Kaplan
2012 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2012 - Margin Lending and Geared Investments - Other - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ 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.