Todd Raymond Dalton
Financial Adviser in Cronulla, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000418770
- Location
- Cronulla NSW 2230
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 3 August 2026
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Advanced Diploma of Financial Planning, Mentor Education (2013); Self Managed Superannuation Funds Course, Kaplan Professional (2013); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education (2025)
- 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 Raymond Dalton
On the Financial Advisers Register kept by ASIC, Todd Raymond Dalton appears as a current financial adviser in Cronulla, New South Wales, adviser number 000418770.
The licensee Todd advises under is Matrix Planning Solutions Limited (AFS licence 238256). The current authorisation started on 3 August 2026.
According to the register, Todd first provided financial advice in 2012. The qualifications listed for Todd include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012), Advanced Diploma of Financial Planning (Mentor Education, 2013) and Self Managed Superannuation Funds Course (Kaplan Professional, 2013).
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 Raymond Dalton a registered financial adviser?
Yes. Todd Raymond Dalton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000418770.
Which licensee does Todd Raymond Dalton work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Todd Raymond Dalton 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.