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Mitchell Hockley
Adviser
Mitch has more than a decade of experience providing advice on all elements of wealth creation, retirement planning, superannuation, portfolio management and personal insurance. His experience spans small private advice firms and large corporates. Mitch is committed to using his knowledge and experience to help his clients make well-informed decisions that set them up for a secure future.
I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan.
Investment Style
Mitch adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.
Services and Specialties
Financial Planning
Retirement and Estate Planning
Portfolio Administration
Self-Managed Super Funds
Stockbroking
Qualifications and Professional Affiliations
Commercial Law
FPC002B Ethics and Professionalism in Financial Advice
FPC001U Economic, Legal & Ethical Context for Financial Planning
FPC006 Tax and Commercial Law for Financial Planning
Diploma of Financial Planning
Graduate Diploma of Financial Planning
Associations
Financial Advice Association Australia (FAAA)
Competencies
Generic
Superannuation
Managed Investments
ASIC Financial Advisers Register
Securities
FASEA Financial Adviser Exam
Financial Planning
Tax (financial) Adviser
I am employed by Coffs Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Coffs Harbour. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
