Todd Anthony Newton
Financial Adviser in Lismore, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000332442
- Location
- Lismore NSW 2480
- Licensee
- Direction Advice Group Pty Ltd (AFSL 492953)
- Authorised since
- 1 February 2024
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Pinnacle (2008); Advanced Investment Planning, Mentor (2016); DFP5v1 Tax for Financial Advising, Kaplan (2016); Estate Planning, Mentor (2016); Advanced Diploma of Financial Planning, Mentor (2018)
- 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, retirement savings accounts, standard margin lending, derivatives
- Restriction
- Advice on Superannuation excludes advice on Self-Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Todd Anthony Newton
Todd Anthony Newton is a financial adviser in Lismore, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000332442.
The licensee Todd advises under is Direction Advice Group Pty Ltd (AFS licence 492953). That authorisation dates from 1 February 2024.
According to the register, Todd first provided financial advice in 2008. The qualifications listed for Todd include Diploma of Financial Services (Financial Planning) (Pinnacle, 2008), Advanced Investment Planning (Mentor, 2016) and DFP5v1 Tax for Financial Advising (Kaplan, 2016). Professional memberships recorded: 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 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Advice on Superannuation excludes advice on Self-Managed Superannuation Funds.”
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Questions people ask
Is Todd Anthony Newton a registered financial adviser?
Yes. Todd Anthony Newton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000332442.
Which licensee does Todd Anthony Newton work under?
Direction Advice Group Pty Ltd, Australian financial services licence 492953.
What can Todd Anthony Newton 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; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "Advice on Superannuation excludes advice on Self-Managed Superannuation Funds."