Financial Adviser
· CRONULLA, NSW
Todd Raymond Dalton
No disciplinary history on record with ASIC
CRONULLA,
NSW
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000418770
Todd Raymond Dalton is a financial adviser based in Cronulla, New South Wales, with 14 years of experience in the financial services industry since 2012. Todd is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education.
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
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Mentor Education
2013
Self Managed Superannuation Funds Course
Kaplan Professional
2014
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education