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Colby Atkinson

Financial Adviser B. Comm (Financial Planning, Accounting), Cert IV (Finance & Mortgage Broking)

Colby Atkinson heads up our Ballina and Gold Coast offices. Colby has 8 years of experience in providing holistic financial advice. Colby is a knowledgeable and hardworking adviser who enjoys working with everyone from mum and dad investors to high net wealth individuals and everyone in between, including medical professionals.

Colby Atkinson
Experience

Colby Atkinson heads up our Ballina and Gold Coast offices with our partner advisory Essential Wealth & Retirement. Colby has 8 years of experience in providing holistic financial advice. He holds a Bachelor of Commerce with Majors in Financial Planning and Accounting. He also holds a Certificate IV in Finance & Mortgage Broking.

Colby is a knowledgeable and hardworking adviser that has recently joined the Essential Wealth & Retirement Team based in Gold Coast & Ballina. He enjoys working with everyone from mum and dad investors to high net wealth individuals and everyone in between, including medical professionals.

Colby always puts his clients’ interests first and enjoys helping them achieve what is most important to them professionally, personally and of course, financially.

Expertise
Families scaling upHigh-income PlanningInsurance & Risk AdviceInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingRetirement PlanningSelf-Managed Superannuation FundsTax Planning & StructuringWealth Management
Get to know Colby Atkinson

What do you wish people knew about financial planning?

That you do not need to be rich to get started and the earlier you stop procrastinating and take the leap, the better your future will be.
Get to know Colby Atkinson

What is your favourite thing about being part of the My Wealth Solutions team?

Everyone here is committed and forward thinking. There are no passengers and all staff are working hard towards a common goal; to provide a fantastic service to our clients.
Get to know Colby Atkinson

If you could give one piece of advice to the Colby from 10 years ago, what would it be?

Be excited for what is to come but appreciate what you have.
Get to know Colby Atkinson

What’s your weirdest office habit?

I have been working from home pretty much exclusively for the past 3 years, so hard to say really.
But, I tend to write nearly everything down so people might find that a bit weird?

Let’s have a chat, obligation free!

3 colleagues smiling at the office

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