Financial Adviser · SYDNEY, NSW

Todd Robert Kerslake

21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000268112

Todd Robert Kerslake is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. Todd is currently authorised under Morgans Financial Limited. Todd holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services from Securities Institute Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services
Securities Institute Australia
2017
Tier 1
Personal Advice - Other - Kaplan

Registration History

Nov 2018 - Present Current
Aug 2009 - Oct 2018 Ceased

Source: ASIC Financial Advisers Register