Financial Adviser · COFFS HARBOUR, NSW

Mitchell Hockley

COFFS HARBOUR, NSW
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001243678
Currently at
Brisbane, QLD (firm address)

Mitchell Hockley is a financial adviser based in Coffs Harbour, New South Wales, with 10 years of experience in the financial services industry since 2016. Mitchell is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Mitchell holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Mitchell's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2013
Diploma of Financial Planning
Kaplan Professional
2017
Graduate Diploma of Financial Planning
Kaplan Professional
2019
Ethics ad Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
Commercial Law
Kaplan Professional

Registration History

Jan 2024 - Present Current
Jun 2020 - Dec 2023 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Mar 2019 - May 2020 Ceased
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Jun 2016 - Oct 2018 Ceased

Source: ASIC Financial Advisers Register