Todd Glenn Lloyd
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003023
- Location
- Newcastle NSW 2300
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 1 December 2019
- First provided advice
- 2000
- Qualifications
- Bachelor of Arts, University of Newcastle (1995); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2004); FPC001B Economic and Legal context for Financial Planning, Kaplan Professional (2022); FPC006 Taxation for Financial Planning, Kaplan Professional (2023); Graduate Diploma of Financial Planning, Kaplan Professional, Kaplan Professional (2024)
- 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
- Restriction
- Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Todd Glenn Lloyd
Todd Glenn Lloyd is a financial adviser in Newcastle, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001003023.
Todd provides advice as an authorised representative of Aware Financial Services Australia Limited, which holds Australian financial services licence 238430. That authorisation dates from 1 December 2019.
According to the register, Todd first provided financial advice in 2000. Qualifications and training on file include Bachelor of Arts (University of Newcastle, 1995), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2004) and FPC001B Economic and Legal context for Financial Planning (Kaplan Professional, 2022). 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.”
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Questions people ask
Is Todd Glenn Lloyd a registered financial adviser?
Yes. Todd Glenn Lloyd is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003023.
Which licensee does Todd Glenn Lloyd work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can Todd Glenn Lloyd 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. It also records this restriction: "Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list."