Todd Jeffrey
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247955
- Location
- Surrey Hills VIC 3127
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 26 November 2024
- First provided advice
- 2001
- Qualifications
- Certificate IV in Financial Services (Finance/Mortgage Broking), Kaplan Professional (2009); Self Managed Superannuation Funds, Kaplan Professional (2009); Master of Business, University of Tasmania (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023); Accredited Aged Care Professional, Aged Care Steps (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, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Todd Jeffrey
On the Financial Advisers Register kept by ASIC, Todd Jeffrey appears as a current financial adviser in Surrey Hills, Victoria, adviser number 000247955.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 26 November 2024.
According to the register, Todd first provided financial advice in 2001. Qualifications and training on file include Certificate IV in Financial Services (Finance/Mortgage Broking) (Kaplan Professional, 2009), Self Managed Superannuation Funds (Kaplan Professional, 2009) and Master of Business (University of Tasmania, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Todd is authorised to advise 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 Jeffrey a registered financial adviser?
Yes. Todd Jeffrey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247955.
Which licensee does Todd Jeffrey work under?
Count Financial Limited, Australian financial services licence 227232.
What can Todd Jeffrey 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.