Todd is committed to providing personalised financial guidance to his clients. With nine years of experience in the financial planning industry, Todd brings a wealth of knowledge and expertise to help individuals and families navigate their financial journey.

Todd’s approach to financial planning is rooted in empathy, understanding, and collaboration. He believes in taking the time to truly get to know his clients, understanding their unique circumstances, values, and aspirations. By fostering open communication and trust, Todd works alongside his clients to develop tailored financial plans that align with their goals and priorities. He finds fulfillment in empowering his clients to make informed financial decisions and guiding them towards a secure and prosperous future.

“I really enjoy getting to know our clients and helping them work towards their financial goals. Building trust and understanding their unique circumstances allows me to tailor financial plans that truly make a difference in their lives.”

Education:

• Bachelor of Commerce
• Diploma of Financial planning
• Graduate diploma of financial planning