Financial Adviser
· CROWS NEST, NSW
Roy Todarello
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000253824
Roy Todarello is a financial adviser based in Crows Nest, New South Wales, with 31 years of experience in the financial services industry. Roy is currently authorised under 314 Financial Partnership Pty Ltd. Roy 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 Master of Commerce (Financial Planning) from Western Sydney University.
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
1987
Bachelor of Civil Engineering
University of New South Wales
1996
Diploma of Financial Planning
Deakin University
1998
Master of Commerce (Financial Planning)
Western Sydney University
2024
TASACL
Other - Kaplan Education Pty Ltd
Registration History
FINANCIAL MASTERPLAN PTY LTD
ROCCO SINCLAIR PTY LTD
Source: ASIC Financial Advisers Register