Financial Adviser
· HORSHAM, VIC
Rachael Todman
No disciplinary history on record with ASIC
HORSHAM,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270413
About Rachael Todman
Rachael Todman is a financial adviser based in Horsham, Victoria, with 8 years of experience in the financial services industry since 2018. Rachael is currently authorised under Consortium Private Wealth. Rachael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rachael's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
IIT
2019
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional