Michael Todd – Financial Adviser

Adviser identifying number: 1000973
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: MICHAEL TODD
Licence number: 239197
Licensee’s ABN: 87955425721
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/02/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MICHAEL TODD
Authorised Representative identifying number: 239197
Authorised Representative’s ABN: 87955425721

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Certificate IV in Property Services – The NSW realestate Training College
• DPML Margin Lending – Pinnacle Financial Services Academy
• Diploma Of Financial Services Finance/Mortage – Intellitrain

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Institute of Public Accountants (IPA)
• National Tax & Accountants Ass NTAA
• SMSF Association
• The Tax Institute

Michael Todd is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• FHSA Issued non ADI