Financial Adviser · BROADBEACH, QLD

Todd Luke Cole

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000321974

Currently at

Melbourne, VIC

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Todd Luke Cole is a financial adviser based in Broadbeach, Queensland, with 16 years of experience in the financial services industry since 2010. Todd is currently authorised under Canaccord Genuity Financial Limited, operating through Oracle Blvd Capital. Todd holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Todd's qualifications include a Certified Financial Planner from Financial Planner Association of Australia (FPA). Todd is a member of Australian Technical Analyst Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2010

Bachelor of Commerce (Financial Planning)/Bachelor of International Business

Griffith University

2011

Gearing & Margin Lending Certification

Kaplan

2012

SMSF Certification

Kaplan

2013

Accredited Derivatives Adviser Level 1

Kaplan

2017

Certified Financial Planner

Financial Planner Association of Australia (FPA)

2024

Ethics and Professionalism in Finance

Ethics - Kaplan Professional

Registration History

Canaccord Genuity Financial Limited

Mar 2026 - Present Current

Wilsons Advisory And Stockbroking Limited

Feb 2018 - Mar 2026 Ceased

National Australia Bank Limited

Jul 2015 - Dec 2017 Ceased

A.C.N. 140 520 225 PTY LTD

Dec 2014 - Jun 2015 Ceased

AFFINIA FINANCIAL ADVISERS PTY LTD

Feb 2014 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register