Coby Faulkner ∼ Financial Advisor
Experience in the Financial Industry
Coby is a Certified Financial Planner (CFP®) whose financial planning career began in 2007 with a mid-tier accounting firm.
His broad understanding of client and advice needs includes retirement planning, wealth management, personal risk insurance and estate planning, often overlaid with added business owner complexity. He’s particularly passionate about retirement planning and enjoys building long term client relationships.
Coby enjoys working to reach a detailed understanding of what’s important to you. Problem-solving to devise solutions that improve your financial well-being, then seeing it fall into place for you is what Coby finds personally most satisfying.
Qualifications and current training
Coby’s qualifications include a Bachelor of Commerce (Majoring in Business Economics) and an Advanced Diploma in Financial Services (Financial Planning). He also is a Certified Financial Planner (CFP®).
Coby maintains his ongoing training through Kaplan Professional and attendance at industry events.
Coby enjoys spending time with his young family, with his wife and him recently welcoming their first baby into the world. Coby also enjoys keeping fit and can be often found mountain biking in one of Adelaide’s great trails and mountain bike parks.
Authorised Representative 405582
Head Office: 200 South Road
MILE END, SA 5031
Phone: 1300 797 710
Facsimile: 08 8273 0677
Click here to view Coby’s full Adviser Profile.
Click here to view Coby’s Financial Services Guide