Todd Mcswan – Financial Adviser

Adviser identifying number: 250778
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence number: 236523
Licensee’s ABN: 47097797049
Licence controlled by: STEINHARDT HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 06/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INFOCUS SECURITIES AUSTRALIA PTY LTD
Authorised Representative identifying number: 236523
Authorised Representative’s ABN: 47097797049

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:

• Financial Planning Principles and Practice – Wealth Creation – Securities Institute
• Investment Planning 1 – Financial Planning Association
• Regulatory Guide 146 Assessment – Kaplan Professional
• Risk Management and Insurance Planning – Financial Planning Association
• Superannuation Advice and Regulation – Securities Institute

Relevant memberships of professional bodies or industry associations:

Todd Mcswan 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