Financial Adviser
· CHARLESTOWN, NSW
Todd Burnell
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000469417
Todd Burnell is a financial adviser based in Charlestown, New South Wales, with 26 years of experience in the financial services industry. Todd is currently authorised under Australian Financial Planning Group Pty Limited. Todd holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Todd is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Advanced Diploma Financial Services (Financial Planning) FNB60402
MLC ThreeSixty
2008
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2010
RG146 Margin Lending
MLC ThreeSixty
2014
Diploma Financial Planning FNS50611
Kaplan Australia
2023
Graduate Diploma Financial Planning
Kaplan Australia
Registration History
GWM ADVISER SERVICES PTY LTD
Not authorised to provide personal advice on SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register