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

MY RECENT POSTS

OTHER TEAM PROFILES

Get your Financial House in order

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Get Your Financial House in Order

Have you thought about how you will fund your retirement?

Considering relocating, renovating or even downsizing?

Thinking about a career change or finally working for yourself?

At Eqeus, we’re more than a traditional financial planner.

We work from EQ – emotional intelligence – meaning that we focus on more than dollars signs. We focus on your hopes, your aspirations, your life passion – The Eqeus Way.

For just $220, you will learn what it means to get your financial house in order. This investment will be an offset should you engage with Eqeus.

Together, we will explore how to align your finance with the lifestyle you really want, determine new ways to make your money work for you, and discuss how to balance having fun today while being responsible for the future. That’s a lot of value, jam-packed in to 90 minutes with one of our specialised team.

Fill in the form below to schedule your initial consultation with Eqeus and we will be in touch shortly.

*A consultation fee of $220 applies for all one-on-one consultations with our experienced team of financial planners. Note, on engagement with Eqeus this fee will be offset against your individual financial plan.

































CONTACT

Level 3, Suite 303 151 Castlereagh St, Sydney NSW 2000

PO Box A254 Sydney South NSW 1235

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Eqeus Pty Limited and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian residents only. © 2014 Eqeus Pty Limited