Todd Dalton Financial Planner Report

Name:
Todd Raymond Dalton

Rep Number:
000418770

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2013-11-04 onwards

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
RG146 Training Australia
Advanced Diploma of Financial Planning FNS60410 - Mentor Education
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)