Todd Mcswan Financial Planner Report

Name:
Todd Mcswan

Rep Number:
000250778

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2017-04-06 onwards

Licensee
Name:

Number:
000236523

ABN:
47 097 797 049

Controlled By:

Appointed By
Name:
Infocus Securities Australia Pty Ltd

Licence Number:
000236523

ABN:
47 097 797 049

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Securities Institute
Financial Planning Principles and Practice - Wealth Creation
Financial Planning Association
Investment Planning 1
Kaplan Professional
Regulatory Guide 146 Assessment
Financial Planning Association
Risk Management and Insurance Planning
Securities Institute
Superannuation Advice and Regulation