THE TEAM

Gareth Colgan

Director, Financial Planner

Qualifications

Certified Financial Planner (CFP®)

Accredited Estate Planning Strategist (AEPS®)

SMSF Specialist Advisor™ (SSA™)

Bachelor of Science (Agricultural Economics & Management)

Memberships

Financial Planning Association – CFP®

SMSF Professionals Association of Australia

5 minutes with Gareth…

WHO AM I

I’m a husband and dad of three, a highly motivated individual, and I’m an Eqeus Financial Planner.

WHAT I LOVE ABOUT MY JOB

I love communicating and working with people. I like learning and knowledge. I have a background in Economics from university which led me into financial services. So many people I meet don’t have a good financial understanding so I love to help them by cutting through the jargon and explaining concepts in their terms.

My guilty pleasure is

The odd dram

I love

Family, Liverpool FC

I drive

Drive a Subaru, but would prefer a motorbike

Qualifications

Certified Financial Planner (CFP®)

Accredited Estate Planning Strategist (AEPS®)

SMSF Specialist Advisor™ (SSA™)

Bachelor of Science (Agricultural Economics & Management)

Memberships

Financial Planning Association – CFP®

SMSF Professionals Association of Australia

CONNECT WITH ME

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