Penny Collicoat

Edge Financial Planning Pty Ltd

5.00
1 Review
Silver
8 Yrs Experience
Mornington, VIC 3931

Recent reviews

Edge Financial Planning Pty Ltd

24 Milgate Drive
Mornington, VIC 3931

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

5.00
1 Review
5
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"Penny is incredible. She has totally simplified everything for me and made me understand the importance of long term financial goals, insurances and super etc. I had no idea before Penny and I cannot thank her enough. I have watched my Super 'fly' too under her guidance."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
1998

Margin Leading and Geared Investments

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

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

ASIC RG146 (Investment Planning)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Integratec)
Completed
2003

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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