Colin Ward
Financial Adviser
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About
Colin Ward is an ASIC-registered financial adviser based in Kirrawee, NSW, dedicated to helping clients achieve their financial goals with comprehensive and tailored advice. With a Bachelor of Business (Accounting & Finance) from the University of Technology Sydney and an Advanced Diploma of Financial Services (Financial Planning), Colin has a strong foundation in financial principles. Further qualifications, including a Certificate IV in Financial Services (Finance/Mortgage broking), Margin Lending and Geared Investments certification, Self Managed Superannuation Funds certification, Certified Financial Planner designation, and Accredited Listed Product Adviser Program, demonstrate his commitment to ongoing professional development and expertise. As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Colin adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring clients receive well-rounded and informed guidance. Colin's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Colin can provide the expert advice you need. Contact Colin today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Colin Ward provide?
Colin Ward specialises in superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Colin Ward have?
Colin Ward holds a Bachelor of Business (Accounting & Finance), an Advanced Diploma of Financial Services (Financial Planning), a Certificate IV in Financial Services (Finance/Mortgage broking) and is a Certified Financial Planner. He has also completed specialist training in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and is an Accredited Listed Product Adviser.
How does Colin Ward approach financial planning?
Colin takes a client-focused approach, tailoring financial strategies to meet individual needs and goals. He focuses on providing clear, understandable advice to help clients make informed decisions.
Is Colin Ward a member of any professional associations?
Yes, Colin Ward is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What can I expect during my initial consultation with Colin Ward?
During your first consultation, Colin will discuss your current financial situation, goals, and risk tolerance. This will help him develop a personalized financial plan tailored to your specific needs.
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