Financial Adviser
· BRISBANE CITY, QLD
Clive Malcolm Todd
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001249681
Practice
Brisbane, QLD (practice address on ASIC register)
Licensed through Radius Wealth
About Clive Malcolm Todd
Clive Malcolm Todd is a financial adviser based in Brisbane City, Queensland, with 10 years of experience in the financial services industry since 2016. Clive works at Humphrey Partners, which is licensed through Radius Wealth. Clive holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Clive's qualifications include a Diploma of Financial Planning from International Institute of Technology. Clive is a member of CPA Australia (CPA) and SMSF Association.
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
2016
Diploma of Financial Planning
International Institute of Technology
2016
RG146 Specialist Self Managed Superannuation Funds
International Institute of Technology
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan