About Me

Todd is a Chartered Accountant (CA), CA SMSF & Financial Planning Specialist, and a Fellow of FINSIA. He also is an Individual Tax Agent.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By The Lunar Group Pty Limited
  • Advice fees
    Advice Fees From $18,000
CERTIFIED FINANCIAL PLANNER®