Financial Adviser
· SURREY HILLS, VIC
Todd Jeffrey
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247955
Todd Jeffrey is a financial adviser based in Surrey Hills, Victoria, with 25 years of experience in the financial services industry. Todd is currently authorised under Count Financial 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 Master of Business 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
Authorised to provide tax financial advice services
Qualifications and Training
2009
Certificate IV in Financial Services (Finance/Mortgage Broking)
Kaplan Professional
2009
Self Managed Superannuation Funds
Kaplan Professional
2017
Master of Business
University of Tasmania
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
Accredited Aged Care Professional
Aged Care Steps
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register