Financial Adviser · NORTH SYDNEY, NSW

Todd Benson Stanford

NORTH SYDNEY, NSW

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000222780

Currently at

Stanford Brown Group

North Sydney, NSW (firm address)

View firm profile

About Todd Benson Stanford

Todd Benson Stanford is a financial adviser based in North Sydney, New South Wales, with 26 years of experience in the financial services industry since 2000. Todd is currently authorised under The Lunar Group, operating through Stanford Brown Group. 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 Certified Financial Planner from FPA. Todd is a member of Chartered Accountants Australia and New Zealand (CA ANZ), FinSIA and 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Business (Accounting/Finance)

Charles Sturt University

1999

Chartered Accountant (CA)

Institute of Chartered Accountants

2002

Graduate Diploma of Financial Planning

Securities Institute

2010

Certified Financial Planner

FPA

2012

CA Financial Planning & SMSF Specialist

Institute of Chartered Accountants

Registration History

The Lunar Group Pty Limited

Jul 2020 - Present Current

The Lunar Group Pty Limited

Mar 2019 - Jun 2020 Ceased

Profile Financial Services Pty Ltd

Nov 2016 - Feb 2019 Ceased

Derivatives - limited to old law securities options contracts and warrants

William Buck Wealth Advisors (NSW) Pty Ltd

Aug 2007 - Oct 2016 Ceased

Source: ASIC Financial Advisers Register