Financial Adviser
· PORT MACQUARIE, NSW
Todd Cockshutt
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000253516
Todd Cockshutt is a financial adviser based in Port Macquarie, New South Wales, with 25 years of experience in the financial services industry. Todd is currently authorised under Pentagon Advisory 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 Bachelor of Commerce from University of Tasmania. 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
1994
Bachelor of Commerce
University of Tasmania
2000
Diploma of Financial Planning (8 Units)
Financial Advice Association of Australia Limited (formerly FPA)
2012
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2013
Margin Lending
Kaplan Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited