Mitchell Hockley

I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan.

Investment Style

Mitch adheres to a disciplined investment framework using a broad network of quality investment and economic information. He will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.

Services and Specialties

Portfolio Administration

Financial Planning

Retirement and Estate Planning

Self-Managed Super Funds

Stockbroking

Industry Experience

Sectors Covered

Mitchell Hockley's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

FPC001U Economic, Legal & Ethical Context for Financial Planning

FPC006 Tax and Commercial Law for Financial Planning

Commercial Law

Graduate Diploma of Financial Planning

FPC002B Ethics and Professionalism in Financial Advice

Associations

No items found.

Competencies

Financial Planning

Generic

Securities

Managed Investments

Superannuation

I am a partner of Coffs Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Coffs Harbour. My employer remunerates me by way of salary. As a Partner of Coffs Coast Money Management Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.

I am a partner of Coffs Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited – Coffs Harbour. I am remunerated as your advisor by way of salary. As a Partner of Coffs Coast Money Management Pty Ltd, I will be entitled to a share of profits, and I am eligible to participate in a bonus scheme depending upon performance.