Financial Adviser · NEWCASTLE, NSW

Todd Glenn Lloyd

26 Years experience

Tax advice
authorised

Currently at

Aware Financial Services Australia Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 001003023

Todd Glenn Lloyd is a financial adviser based in Newcastle, New South Wales, with 26 years of experience in the financial services industry. Todd is currently authorised under Aware Financial Services Australia 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 Bachelor of Arts from University of Newcastle. 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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Arts

University of Newcastle

2004

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2022

FPC001B Economic and Legal context for Financial Planning

Kaplan Professional

2023

FPC006 Taxation for Financial Planning

Kaplan Professional

2024

Graduate Diploma of Financial Planning, Kaplan Professional

Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Dec 2019 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Sep 2018 - Sep 2019 Ceased

FIRST STATE SUPER FINANCIAL SERVICES PTY LTD

May 2013 - Aug 2018 Ceased

BW FINANCIAL ADVICE PTY LIMITED

Aug 2010 - Mar 2013 Ceased

National Australia Bank Limited

Aug 2007 - Aug 2010 Ceased

Source: ASIC Financial Advisers Register