Financial Adviser
· ECHUCA, VIC
Todd Charnas
No disciplinary history on record with ASIC
ECHUCA,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231347
Todd Charnas is a financial adviser based in Echuca, Victoria, with 26 years of experience in the financial services industry since 2000. Todd is currently authorised under Sgn Financial, operating through Sg Advisory Wealth. Todd holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Todd's qualifications include a Bachelor of Business from La Trobe University. Todd is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Business
La Trobe University
1997
Certified Practising Accountant
CPA
2012
Margin Lending
Kaplan
2013
Practice of Risk Management (PRM)
Integrity Education Group Pty Ltd
2013
Practice of Self Managed Super Funds
Integrity Education Group Pty Ltd
2014
Diploma of Financial Planning
Integrity Education Group
Registration History
CAMPASPE FINANCIAL SERVICES PTY LTD
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register