Financial Adviser · LISMORE, NSW

Todd Anthony Newton

18 Years experience

Tax advice
authorised

Currently at

Ballina, NSW

View firm profile

ASIC Registered · ADV 000332442

Todd Anthony Newton is a financial adviser based in Lismore, New South Wales, with 18 years of experience in the financial services industry. Todd is currently authorised under Direction Advice Group Pty Ltd. 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 Advanced Diploma of Financial Planning from Mentor. 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 Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: Advice on Superannuation excludes advice on Self-Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Pinnacle

2016

Advanced Investment Planning

Mentor

2016

DFP5v1 Tax for Financial Advising

Kaplan

2016

Estate Planning

Mentor

2018

Advanced Diploma of Financial Planning

Mentor

Registration History

Direction Advice Group Pty Ltd

Feb 2024 - Present Current

Advice on Superannuation excludes advice on Self-Managed Superannuation Funds

Personal Financial Services Ltd

Aug 2022 - Nov 2023 Ceased

Superannuation does not include SMSF's

Millennium 3 Financial Services Pty Ltd

Feb 2017 - Aug 2022 Ceased

Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.

Australia And New Zealand Banking Group Limited

Jun 2013 - Feb 2017 Ceased

Professional Investment Services Pty Ltd

Nov 2009 - Jun 2013 Ceased

AON HEWITT FINANCIAL ADVICE LIMITED

Nov 2008 - Nov 2009 Ceased

Source: ASIC Financial Advisers Register