Todd Cole Cfp®, Cfte®
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Todd Cole Cfp®, Cfte® Email & Phone Number

Private Wealth Advisory and Certified Financial Planner at WILSONS
Location: Mermaid Beach, Queensland, Australia 4 work roles 6 schools
1 work email found @wilsonsadvisory.com.au 1 phone found area 147 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email t****@wilsonsadvisory.com.au
Direct phone (147) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
WILSONS
Role
Private Wealth Advisory and Certified Financial Planner
Location
Mermaid Beach, Queensland, Australia
Company size
218 employees

Who is Todd Cole Cfp®, Cfte®? Overview

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Quick answer

Todd Cole Cfp®, Cfte® is listed as Private Wealth Advisory and Certified Financial Planner at WILSONS, a company with 218 employees, based in Mermaid Beach, Queensland, Australia. AeroLeads shows a work email signal at wilsonsadvisory.com.au, phone signal with area code 147, and a matched LinkedIn profile for Todd Cole Cfp®, Cfte®.

Todd Cole Cfp®, Cfte® previously worked as Private Wealth Advisory & Certified Financial Planner at Wilsons and Certified Financial Planner at National Australia Bank. Todd Cole Cfp®, Cfte® holds Associate'S Degree, Business Administration And Management, General, Pass from Australian Institute Of Company Directors.

Company email context

Email format at WILSONS

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*@wilsonsadvisory.com.au
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AeroLeads found 1 current-domain work email signal for Todd Cole Cfp®, Cfte®. Compare company email patterns before reaching out.

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Profile bio

About Todd Cole Cfp®, Cfte®

Private Wealth - A bright future based on sound advice.Everyone has goals. Responsibilities. Ambitions. And the sheer joy of planning for a more fulfilled life. A life you want, not the one that just happens. We all hope our finances will support us throughout our lives. It's our job to make sure that they do.Advice that's greater than the sum of its partsWe have all the skills you'd expect - delivering advice on portfolio management, wealth management and financial planning, self-managed superannuation, as well research and stockbroking expertise. It's how we put it all together that creates something unique. For us, there are three essential components to creating a financial strategy that delivers the right outcomes for you. We take the time to listen and understandThe best result comes from understanding your ambitions and the lifestyle you want to achieve - no matter what stage of life you're at. Expertise that's focused on youWe have more than just a deep understanding of equities, bonds, property, managed funds, alternative assets and superannuation. What really sets us apart is the way we consider all options and apply these to every life stage - from wealth creation to retirement planning.The relationship mattersExpertise and understanding are vital. But it's our ability to establish a long term partnership with you that really makes the difference. Talk to us if you want to work with a team that's all in and completely on your side.

Listed skills include Financial Advisory, Retirement Planning, Financial Planning, Portfolio Management, and 15 others.

Current workplace

Todd Cole Cfp®, Cfte®'s current company

Company context helps verify the profile and gives searchers a useful next step.

WILSONS
Wilsons
Private Wealth Advisory and Certified Financial Planner
Mermaid Beach, QLD, AU
Website
wilsonsadvisory.com.au
Employees
218
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Company profile
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4 roles

Todd Cole Cfp®, Cfte® work experience

A career timeline built from the work history available for this profile.

Private Wealth Advisory And Certified Financial Planner

Wilsons

Mermaid Beach, QLD, AU

Private Wealth Advisory & Certified Financial Planner

Current
Wilsons

Wilsons Advisory, Broadbeach, QLD, 4218

Private Wealth - A bright future based on sound advice.Everyone has goals. Responsibilities. Ambitions. And the sheer joy of planning for a more fulfilled life. A life you want, not the one that just happens. We all hope our finances will support us throughout our lives. It's our job to make sure that they do.Advice that's greater than the sum of its.

Feb 2018 - Present

Financial Planner & Financial Planning Associate

Various

Gold Coast

I commenced my career in 2008 while completing university as a financial planning associate in a private client firm. Upon graduation in January 2010, I continued working as a financial planning associate developing my technical skills to an advanced level. I continued my education gaining specialist accreditation in; ASX Listed Products, Derivatives, Self.

Jan 2008 - Jun 2015
Team & coworkers

Colleagues at WILSONS

Other employees you can reach at wilsonsadvisory.com.au. View company contacts for 218 employees →

LR Lucinda Rich Lucinda Rich Colleague at Wilsons Sydney, New South Wales, Australia, Australia View → MC Mike Cooney Mike Cooney Colleague at Wilsons Greater Sydney Area, Australia View → RB Ross Barrows Ross Barrows Colleague at Wilsons Greater Melbourne Area, Australia View → AC Adam Catt Adam Catt Colleague at Wilsons Balmain, New South Wales, Australia, Australia View → DC David Cassidy David Cassidy Colleague at Wilsons Greater Sydney Area, Australia View → NB Natasha Burns Cfp® Natasha Burns Cfp® Colleague at Wilsons Greater Brisbane Area, Australia View → TW Tim Walden Tim Walden Colleague at Wilsons Sydney, New South Wales, Australia, Australia View → SH Sophia Hollingshed Sophia Hollingshed Colleague at Wilsons Greater Sydney Area, Australia View → BW Ben Wilson Ben Wilson Colleague at Wilsons Greater Brisbane Area, Australia View → JH Jemma Harris Jemma Harris Colleague at Wilsons Brisbane, Queensland, Australia, Australia View →
6 education records

Todd Cole Cfp®, Cfte® education

Certified Financial Planner, Distinction

Financial Planning Association Of Australia

Accredited Listed Products Adviser, Accredited Derivatives Adviser, Smsf, Gearing And Margin Lending, Competent

Kaplan

Diploma Of Technical Analysis, 6.0

Kaplan

Australian Technical Analyst Association (ATAA) Member; Technical analysis is the study of behaviour of market participants, as reflected.

Bachelor Of Commerce (Bcom) & Bachelor Of International Business (Bintbus), Finance, Financial Planning And International Business, 5.6 Gpa

Griffith University

Maintained an above 5.5 GPA over 4 years of study; Awarded Griffith Business School Honours Scholarship; Elective subjects in; Portfolio.

High School

Alexandra Hills
FAQ

Frequently asked questions about Todd Cole Cfp®, Cfte®

Quick answers generated from the profile data available on this page.

What company does Todd Cole Cfp®, Cfte® work for?

Todd Cole Cfp®, Cfte® works for WILSONS.

What is Todd Cole Cfp®, Cfte®'s role at WILSONS?

Todd Cole Cfp®, Cfte® is listed as Private Wealth Advisory and Certified Financial Planner at WILSONS.

What is Todd Cole Cfp®, Cfte®'s email address?

AeroLeads has found 1 work email signal at @wilsonsadvisory.com.au for Todd Cole Cfp®, Cfte® at WILSONS.

What is Todd Cole Cfp®, Cfte®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 147 for Todd Cole Cfp®, Cfte® at WILSONS.

Where is Todd Cole Cfp®, Cfte® based?

Todd Cole Cfp®, Cfte® is based in Mermaid Beach, Queensland, Australia while working with WILSONS.

What companies has Todd Cole Cfp®, Cfte® worked for?

Todd Cole Cfp®, Cfte® has worked for Wilsons, National Australia Bank, and Various.

Who are Todd Cole Cfp®, Cfte®'s colleagues at WILSONS?

Todd Cole Cfp®, Cfte®'s colleagues at WILSONS include Lucinda Rich, Mike Cooney, Ross Barrows, Adam Catt, and David Cassidy.

How can I contact Todd Cole Cfp®, Cfte®?

You can use AeroLeads to view verified contact signals for Todd Cole Cfp®, Cfte® at WILSONS, including work email, phone, and LinkedIn data when available.

What schools did Todd Cole Cfp®, Cfte® attend?

Todd Cole Cfp®, Cfte® holds Associate'S Degree, Business Administration And Management, General, Pass from Australian Institute Of Company Directors.

What skills is Todd Cole Cfp®, Cfte® known for?

Todd Cole Cfp®, Cfte® is listed with skills including Financial Advisory, Retirement Planning, Financial Planning, Portfolio Management, Financial Modeling, Derivatives, Superannuation, and Investments.

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