Todd Jeffrey
Financial Adviser
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About
Todd Jeffrey is an ASIC-registered financial adviser based in Surrey Hills, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Todd holds a Certificate IV in Financial Services (Finance/Mortgage Broking), a Master of Business from the University of Tasmania, and a Graduate Diploma of Financial Planning from Kaplan Higher Education. Demonstrating a commitment to ongoing professional development, Todd is also an Accredited Aged Care Professional and a member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a broad range of financial products, Todd specialises in superannuation, insurance, wealth management, and retirement planning. He can also provide guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice With a focus on building long-term relationships, Todd is committed to providing clear, understandable advice that empowers clients to make informed decisions. Contact Todd today to discuss your financial future and how he can help you achieve your objectives.
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Frequently Asked Questions
What types of financial advice does Todd Jeffrey provide?
Todd Jeffrey is authorised to provide advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He offers comprehensive financial solutions tailored to your unique needs.
What qualifications does Todd Jeffrey have?
Todd holds a Certificate IV in Financial Services (Finance/Mortgage Broking), a Master of Business from the University of Tasmania, a Graduate Diploma of Financial Planning from Kaplan Higher Education, and is an Accredited Aged Care Professional.
How does Todd Jeffrey approach financial planning?
Todd focuses on building long-term relationships with clients, providing clear and understandable advice, and empowering them to make informed decisions. He tailors strategies to meet each client's specific financial goals and circumstances.
What can I expect during my first consultation with Todd Jeffrey?
During your initial consultation, Todd will take the time to understand your financial situation, goals, and concerns. He will explain his advice process and discuss how he can help you achieve your objectives. This meeting is an opportunity for you to ask questions and determine if Todd is the right fit for your needs.
Is Todd Jeffrey a member of any professional associations?
Yes, Todd is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest standards of professionalism and ethical conduct in the financial advice industry.
Get in Touch
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