Craig Nicholas Todd
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250017
- Location
- Osborne Park WA 6017
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 1 May 2024
- First provided advice
- 1997
- Qualifications
- Bachelor of Economics, University of Western Australia (1993); 8 unit Diploma of Financial Planning, Financial Advice Association of Australia Limited (FAAA) (1999); Certified Financial Planner (CFP), Financial Advice Association Australia (FAAA) (1999); Self Managed Superannuation Funds, Tribeca (2004); ALPA Accredited Listed Product Adviser, Kaplan Professional (2011); Margin Lending and Geared Investments, Kaplan Professional (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Restriction
- One off licensee approval is required for products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Craig Nicholas Todd
Craig Nicholas Todd is a financial adviser in Osborne Park, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000250017.
Advice is given under the Australian financial services licence of PSK Advisory Services Pty Ltd, licence number 234656. The current authorisation started on 1 May 2024.
According to the register, Craig first provided financial advice in 1997. The qualifications listed for Craig include Bachelor of Economics (University of Western Australia, 1993), 8 unit Diploma of Financial Planning (Financial Advice Association of Australia Limited (FAAA), 1999) and Certified Financial Planner (CFP) (Financial Advice Association Australia (FAAA), 1999). Craig is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Craig Nicholas Todd a registered financial adviser?
Yes. Craig Nicholas Todd is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250017.
Which licensee does Craig Nicholas Todd work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can Craig Nicholas Todd give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; standard margin lending. It also records this restriction: "One off licensee approval is required for products which are either not on the approved product list or Derivatives."