Todd Charnas
Financial Adviser in Echuca, Victoria, Australia
Review Todd Charnas
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000231347
- Location
- Echuca VIC 3564
- Licensee
- SGN Financial Pty Ltd (AFSL 490523)
- Authorised since
- 13 September 2020
- First provided advice
- 2000
- Qualifications
- Bachelor of Business, La Trobe University (1993); Certified Practising Accountant, CPA (1997); Margin Lending, Kaplan (2012); Practice of Risk Management (PRM), Integrity Education Group Pty Ltd (2013); Practice of Self Managed Super Funds, Integrity Education Group Pty Ltd (2013); Diploma of Financial Planning, Integrity Education Group (2014)
- Memberships
- CPA Australia (CPA)
- 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 Charnas
Todd Charnas is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Echuca, Victoria (adviser number 000231347).
The licensee Todd advises under is SGN Financial Pty Ltd (AFS licence 490523). The current authorisation started on 13 September 2020.
According to the register, Todd first provided financial advice in 2000. Qualifications and training on file include Bachelor of Business (La Trobe University, 1993), Certified Practising Accountant (CPA, 1997) and Margin Lending (Kaplan, 2012). Todd is recorded as a member of CPA Australia (CPA).
Todd is authorised to advise 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.
Reviews
Nobody has reviewed Todd Charnas here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Todd Charnas a registered financial adviser?
Yes. Todd Charnas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231347.
Which licensee does Todd Charnas work under?
SGN Financial Pty Ltd, Australian financial services licence 490523.
What can Todd Charnas 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.