Neil Cole

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JP

Authorised Representative: 000259352

Branch Manager

"In 1984 I became the first financial planner in Coffs Harbour after completing 12 years in banking, finance and the investment sectors, giving me extensive hands-on experience."

Neil is a Senior Investment Adviser and has been Branch Manager of Morgans Coffs Harbour since 1993.

Services and specialities

  • Financial Planning
  • Personal Insurance
  • Portfolio Administration
  • Retirement and Estate Planning
  • Superannuation Advice
  • Self Managed Super Funds

Investment Style

As a Director of the management company operating the Coffs Harbour office of Morgans, Neil offers his decades of expertise to clients seeking assistance in meeting their financial goals. He understands financial markets, wealth creation, superannuation, risk management, retirement planning and estate planning. He specialises in SMSFs, tax-effective capital appreciation and solid income streams.

Industry Education & Experience

Qualifications
  • Diploma of Financial Planning, Deakin University, 1993
Professional Associations
  • Master Member of Stockbrokers And Financial Advisers Association (MSAFAA)
  • Rotary International
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Agaton Pty Ltd which operates the business of Morgans Financial Limited - Coffs Harbour. My employer remunerates me as your adviser by way of salary. As a shareholder of Agaton Pty Ltd, I may be entitled to a share of profits.