Todd Cockshutt

Pentagon Wealth Pty Ltd

Gold
21 Yrs Experience
Port Macquarie, NSW 2444
My daughter asked me “what do you do at work?”.  It made me think and I realised that what I do and how I do it are two different things.  What I do is give my clients their best financial future by helping them make smart financial decisions.  How I do it is by developing strategies around retirement, superannuation, investments, estate planning, insurance or more. I do it by having a close working relationship with my clients and reviewing their situation, strategies and investments regularly.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Pentagon Wealth Pty Ltd

Unit 4, 146-150 Gordon St
Port Macquarie, NSW 2444

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.90
3 Reviews
5
4
3
2
1
4.60
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"We have been working with Todd for a long time now and have always felt extremely confident with the advice he has given us. Todd is very approachable, easy to talk to and generous with his time. Todd always listens to our questions and responds to our needs. We are immensely happy that Todd is our financial adviser."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Brian and I always find Todd's advice very easy to understand and he is always available when we require to get in touch, he always provides high quality financial advice."

  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Todd has been advising me on superannuation and investments for a couple of years now. He always explains things to me in a clear and concise way and I appreciate the fact that he takes the time to understand my personal situation and ever changing financial needs. Todd is always approachable, down to earth, easy to talk to and I have a great deal of confidence in his knowledge and experience and I feel at ease knowing he always has my best interests in mind."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
1994

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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