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Todd Cole

Wilsons Advisory and Stockbroking Ltd

Gold
14 Yrs Experience
Broadbeach, QLD 4218

Hi, I'm Todd Cole. I'm a Private Wealth Advisor & Certified Financial Planner (CFP) with Wilsons Advisory & Stockbroking Ltd based in Broadbeach.  If you are looking for a credible, competent & caring advisor, please get in touch.  I can provide advice about a wide range of areas including; cashflow, debt, investments, super, risk management, SMSF & entities and estate planning.  

I hold specialist qualifications in; Direct ASX & International shares, SMSF's, Margin Lending & Gearing and Derivatives (Level 1). 

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

We are fee-for-service and have standardized pricing for initial advice. Episodic advice is $1,650, Retirement Planning is $3,300 and Complex Advice is $4,950.

Ongoing advice is generally 1.10% p.a. of investments under advice.

At a glance

  • Adviser status Gold
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Wilsons Advisory and Stockbroking Ltd

Oracle South, Suite S224, Level 2, 17 Elizabeth Ave
Broadbeach, QLD 4218

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Wilsons Advisory And Stockbroking Ltd

AFSL 238375