Senior Financial Adviser (CFP) and SMSF Specialist Adviser
After a long career with one of the major banks Colin moved to Sheridans some 15 years ago to assist with the implementation of Sheridans fee for service financial planning offering and to cater to the needs of personal investors and self-managed superannuation fund trustees seeking to establish direct share portfolios.
As a qualified Certified Financial Planner and Self-Managed Superannuation Fund Specialist Advisor, Colin enjoys providing ongoing service to his many long standing clients and the opportunity to meet new investors seeking to become financially well organised.
Colin’s professional associations and memberships include:
- Financial Planners Association of Australia (FPA)
- Self-Managed Superannuation Fund Association of Australia
- Registered Tax Agent of the Tax Practitioners Board
- Authorised Representative of Sheridans Financial Services Pty Ltd
Outside of business hours, Colin is a keen gardener and enjoys travelling far and wide with his wife.