Financial Adviser · OSBORNE PARK, WA

Craig Nicholas Todd

29 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000250017

Craig Nicholas Todd is a financial adviser based in Osborne Park, Western Australia, with 29 years of experience in the financial services industry. Craig is currently authorised under Psk Advisory Services Pty Ltd. Craig 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 Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Craig 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

Restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1993

Bachelor of Economics

University of Western Australia

1999

8 unit Diploma of Financial Planning

Financial Advice Association of Australia Limited (FAAA)

1999

Certified Financial Planner (CFP)

Financial Advice Association Australia (FAAA)

2004

Self Managed Superannuation Funds

Tribeca

2011

ALPA Accredited Listed Product Adviser

Kaplan Professional

2011

Margin Lending and Geared Investments

Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd

May 2024 - Present Current

One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Charter Financial Planning Limited

Jan 2004 - May 2024 Ceased

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