Todd Burnell
Financial Adviser in Charlestown, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000469417
- Location
- Charlestown NSW 2290
- Licensee
- Australian Financial Planning Group Pty Limited (AFSL 247430)
- Authorised since
- 17 October 2024
- First provided advice
- 2000
- Qualifications
- Advanced Diploma Financial Services (Financial Planning) FNB60402, MLC ThreeSixty (2004); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2008); RG146 Margin Lending, MLC ThreeSixty (2010); Diploma Financial Planning FNS50611, Kaplan Australia (2014); Graduate Diploma Financial Planning, Kaplan Australia (2023)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Todd Burnell
Todd Burnell is a financial adviser in Charlestown, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000469417.
Todd provides advice as an authorised representative of Australian Financial Planning Group Pty Limited, which holds Australian financial services licence 247430. That authorisation dates from 17 October 2024.
According to the register, Todd first provided financial advice in 2000. Qualifications and training on file include Advanced Diploma Financial Services (Financial Planning) FNB60402 (MLC ThreeSixty, 2004), Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2008) and RG146 Margin Lending (MLC ThreeSixty, 2010). Todd 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Todd Burnell a registered financial adviser?
Yes. Todd Burnell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000469417.
Which licensee does Todd Burnell work under?
Australian Financial Planning Group Pty Limited, Australian financial services licence 247430.
What can Todd Burnell 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.