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- Financial Advisers Australia (FAA)
- Colby Atkinson
Colby Atkinson
- Name
- Colby Atkinson
- ID
- 1254627
- ABN
- –
- First Provided Advice
- 2017
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2014 - Bachelor of Commerce (Accounting & Financial Planning) - - Griffith University
- 2016 - Diploma of Financial Planning - - International Institute of Technology
- 2017 - Advanced Diploma of Financial Planning - - Monarch Institute
- 2019 - Certificate IV in Finance & Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Libertas Financial Planning Pty Ltd (#429718)
- Commenced
- July 1, 2020
- Ceased
- April 20, 2022
- Status
- Ceased
- Licence Holder
- Wealthmed Financial Pty Ltd (#318926)
- Commenced
- May 16, 2023
- Ceased
- Nov. 17, 2023
- Status
- Ceased
- Licence Holder
- Wealthmed Financial Pty Ltd (#318926)
- Commenced
- April 21, 2022
- Ceased
- May 15, 2023
- Status
- Ceased
- Licence Holder
- Wealthmed Financial Pty Ltd (#318926)
- Commenced
- April 21, 2022
- Ceased
- May 15, 2023
- Status
- Current
- Licence Holder
- Gps Wealth ltd (#254544)
- Commenced
- Nov. 20, 2023
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Future Assist Financial Services Group Pty Ltd (#413674)
- Commenced
- May 12, 2017
- Ceased
- Dec. 20, 2019