TODD LUKE COLE
Financial Adviser · Broadbeach, QLD
📚 Qualifications & Training
2010 - Bachelor of Commerce (Financial Planning)/Bachelor of International Business - Bachelor Degree (AQF 7) - Griffith University
2011 - Gearing & Margin Lending Certification - - Kaplan
2012 - SMSF Certification - - Kaplan
2013 - Accredited Derivatives Adviser Level 1 - - Kaplan
2017 - Certified Financial Planner - - Financial Planner Association of Australia (FPA)
2024 - Ethics and Professionalism in Finance - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Australian Technical Analyst Association
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.