Todd Conklin
Financial Adviser in North Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002553
- Location
- North Wollongong NSW 2500
- Licensee
- Templestone Financial Services Pty Ltd (AFSL 523831)
- Authorised since
- 1 July 2022
- First provided advice
- 2011
- Qualifications
- Bachelor of Applied Finance, Macquarie University (2006); Diploma of Financial Planning FNS50804, Kaplan Australia (2010); Self Managed Superannuation Funds, Kaplan Australia (2011); RG146 DPML Margin Lending, Pinnacle Financial Services Academy (2012)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Todd Conklin
On the Financial Advisers Register kept by ASIC, Todd Conklin appears as a current financial adviser in North Wollongong, New South Wales, adviser number 001002553.
Todd provides advice as an authorised representative of Templestone Financial Services Pty Ltd, which holds Australian financial services licence 523831. The current authorisation started on 1 July 2022.
The register records 2011 as the year Todd first provided financial advice. The qualifications listed for Todd include Bachelor of Applied Finance (Macquarie University, 2006), Diploma of Financial Planning FNS50804 (Kaplan Australia, 2010) and Self Managed Superannuation Funds (Kaplan Australia, 2011). 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 8 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 Conklin a registered financial adviser?
Yes. Todd Conklin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002553.
Which licensee does Todd Conklin work under?
Templestone Financial Services Pty Ltd, Australian financial services licence 523831.
What can Todd Conklin 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.