Financial Adviser
· MELBOURNE, VIC
Todd Andrew Clifford
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244523
Todd Andrew Clifford is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry. Todd is currently authorised under Viridian 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 Master of Financial Planning from Griffith University.
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
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca Learning
2005
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2007
ASX Accredited Listed Product Adviser
Kaplan Professional Education
2007
Self Managed Superannuation Funds
Kaplan Professional Education
2011
Margin Lending
Kaplan Professional Education
2020
Master of Financial Planning
Griffith University
Registration History
MAGNITUDE GROUP PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register