TODD GLENN LLOYD
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
1995 - Bachelor of Arts - Bachelor Degree (AQF 7) - University of Newcastle
2004 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2022 - FPC001B Economic and Legal context for Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2023 - FPC006 Taxation for Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2024 - Graduate Diploma of Financial Planning, Kaplan Professional - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ 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.