CRAIG NICHOLAS TODD

Financial Adviser ยท Osborne Park, WA

Registered

Registration Number

000250017

Registration Status

Registered

Location

Osborne Park, WA 6017

Providing Advice Since

1997

Registration Date

01/01/2004

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Western Australia
1999 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited (FAAA)
1999 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2004 - Self Managed Superannuation Funds - Other - Tribeca
2011 - ALPA Accredited Listed Product Adviser - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.