Todd Benson Stanford – Financial Adviser

Adviser identifying number: 222780
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: PROFILE FINANCIAL SERVICES PTY LTD
Licence number: 226238
Licensee’s ABN: 32090146802
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFILE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 226238
Authorised Representative’s ABN: 32090146802

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:

  • Bachelor of Business (Accounting/Finance) – Charles Sturt University
  • CA – ICAA
  • Certified Financial Planner – FPA
  • FP & SMSF Specialist – ICAA
  • Graduate Diploma of Financial Planning – Securities Institute

Relevant memberships of professional bodies or industry associations:

  • Chartered Accountants Australia and New Zealand (CA)
  • FinSIA
  • Financial Planning Association of Australia (FPA)

Todd Benson Stanford 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