Financial Adviser
· NORTH WOLLONGONG, NSW
Todd Conklin
No disciplinary history on record with ASIC
NORTH WOLLONGONG,
NSW
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002553
Todd Conklin is a financial adviser based in North Wollongong, New South Wales, with 15 years of experience in the financial services industry since 2011. Todd is currently authorised under Templestone Financial Services. 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 Applied Finance from Macquarie University. Todd is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Applied Finance
Macquarie University
2010
Diploma of Financial Planning FNS50804
Kaplan Australia
2011
Self Managed Superannuation Funds
Kaplan Australia
2012
RG146 DPML Margin Lending
Pinnacle Financial Services Academy