•Diploma of Financial Planning •Teaching Certificate • Accredited advisor of Self-Managed Superannuation Funds | Financial Planner, Director and Proprietor
Colin has been in the Financial Planning Industry since 1990. He spent 12 years with Westpac and then he chose to go out on his own and obtain his own Dealers License. The business was established in August 2002 with Colin and one office administrator. With his experience and knowledge of the financial industry, the business has grown organically since it started. It is now a family run business with 2 of his daughters Kathy and Emma who bought into the company in July 2010.
Colin retired from active practice in 2012. He is still a Director of the Company and assists with the running of the business and being a mentor to Emma & Kathy.