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Todd Conklin

Valo Wealth

Gold
14 Yrs Experience
North Wollongong, NSW 2500

My goal is to align your wealth to what is deeply important to you. What matters most changes over time, and I'll be there to change with you. As Carl Richards said once, "instead of being a defender of an outdated map, a Real Financial Adviser is a guide in a changing landscape". Please have a read of my philosophy to see if you're in the right place: https://www.valowealth.com.au/our-purpose.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our fees are designed to be fair and represent value for money. If not, we'll probably be the first to say so.

At a glance

  • Adviser status Gold
  • First year providing advice 2011
  • Years of experience 14
  • Highest qualification
    • Bachelor of Applied Finance
  • Language spoken
    • English

Valo Wealth

Suite 1, Enterprise 1 Building, 10 Hyde St
North Wollongong, NSW 2500

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Templestone Financial Services Pty Ltd

AFSL 523831