Colin Goldsmith

MoonCunningham

Platinum
15 Yrs Experience
Beverly Hills, NSW 2209
We are about protecting and enhancing your lifestyle, your income and your wealth.  Our strategic values are: 1\. Protect your assets and income. 2\. Preserve your capital. 3\. Enhance your income. 4\. Build your financial and lifestyle success. 5\. Affect estate planning success. I am Colin Goldsmith, Head of Wealth Management at MoonCunningham Chartered Accountants.   |Partnering your future direction|

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 20
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

MoonCunningham

6-10 Tooronga Terrace
Beverly Hills, NSW 2209

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Libertas Financial Planning Pty Ltd

AFSL 429718

4.85
20 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 20

Sort by

5.00

"Colin has provided sound advice over the years he has helped me with my investments. I recommend him to all he recommends safe secure investments always moving on the site of safety"

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Colin's practical, straightforward and friendly manner in which he provides finacial advice has been instrumental in developing the strong trust we have in Moon Cunningham and Colin's management of our suprerannuation matters. We rely heavily on his sound advice."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Colin Goldsmith profile photo

Colin Goldsmith responded on July 2016

"Thank you for the fantastic review Colin. Much appreciated."

5.00

"Colin gives us confidence and comfort in his advice. A strong feeling of safety and security comes with Colin's advice along with a personal touch. Mary 2106"

  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Colin Goldsmith profile photo

Colin Goldsmith responded on July 2016

"Very flattering Mary, thank you. Colin."

4.25

"Colin is quick to respond to queries & get answers sorted. He is straight forward in approach & is client focused in his decisions"

  • Superannuation
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Colin Goldsmith profile photo

Colin Goldsmith responded on June 2016

"Thanks Kathleen."

5.00

"Colin provides me with pro active advice on my SMSF and is always available for investment strategy advice, I value him and the organisation highly, and consult before any major financial decision."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Colin Goldsmith profile photo

Colin Goldsmith responded on May 2016

"Thank you very much Bruce. We value our relationship highly too."

4.50

"Colin is a pleasure to deal with, he is very knowledgeable and always responds quickly to any enquiring."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Colin Goldsmith profile photo

Colin Goldsmith responded on May 2016

"Thank you for the review Maria and areas for improvement are noted."

5.00

"For many years, Colin has provided his knowledge and experience to myself and family on what are the right choices for our lifestyle. He is on his toes about new markets and products, has an ease at explaining them and highly recommended to assist with any financial portfolios."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Colin Goldsmith profile photo

Colin Goldsmith responded on May 2016

"I appreciate the effort you have gone to here Matt. Thank you very much for your review and your comments."

5.00

"Colin has been very proactive in getting the best from my SMSF."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Colin Goldsmith profile photo

Colin Goldsmith responded on May 2016

"Thanks Ian."

5.00

"Colin is a pleasure to work with. His advice is timely, accurate and well thought out in terms of client strategy. Always approachable and professional."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Colin Goldsmith profile photo

Colin Goldsmith responded on May 2016

"Thanks for the terrific review Donna - much appreciated."

4.25

"I have always found Colin very helpful despite the fact that I am now living in Queensland. My family and I have been using his services for many years now."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Colin Goldsmith profile photo

Colin Goldsmith responded on May 2016

"Thank you for the review Margaret"

Showing reviews 1—10 of 20

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2016

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2012

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
1998

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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