Todd Stanford

Stanford Brown

Platinum
22 Yrs Experience
North Sydney, NSW 2060

Recent reviews

Stanford Brown

Level 8, 15 Blue Street
North Sydney, NSW 2060

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 19
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualifications
    • Chartered Accountant (Financial Planning Specialist)
    • Chartered Accountant (CA)
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Licensed by

The Lunar Group Pty Limited

AFSL 470948

5.00
19 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"Todd has helped set up all my saving arrangements for over a decade and I feel very confident that Todd provides tailored and practical advice suited to my and my family's evolving circumstances."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Todd has given us specific advice including investments, self managed super funds, tax, expat issues, socially responsible investments, as well as helping us achieve our life goals after 25 years as expatriates. Todd has always been able to explain things to us in a clear way. Todd took the time to understand us and our goals and needs early on, and always explains context and pros and cons, so that now he is a real partner and proactive in suggesting actions that are right for us. I would have no hesitation recommending Todd or giving him a top rating."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Todd is a trusted person in our lives. His financial knowledge is extensive and his advice is clear and measured. However Todd brings something more to our professional relationship, a genuine and empathetic understanding of us his clients, our world and our needs. He is always available, always calm, and is able to listen as well as steer us in the right direction. We hold him in high regard and recommend him without question."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Todd is a first class financial adviser, the best I have worked with in 40 years of receiving investment advice. He advises us on a broad range of unusual and sometimes complex global investments and has done this extremely successfully for us for the six years we have been fortunate enough to have been working with him. He is thoroughly professional, incredibly conscientious, extremely knowledgeable and intuitive at interpreting our financial needs and requirements, besides being polite and engaging, an absolute pleasure to work with."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Todd has given me advice in many areas over nearly 20 years including managing debt, superannuation, understanding the markets and cash flow management. Rather than being just an adviser, Todd always goes the extra mile and acts as a true business partner in supporting me to achieve my financial goals. He is always available, is extremely responsive and is able to draw on a wide network of resources to enable me to make the best decisions. My financial situation is quite complex yet he is able to focus in on the key decisions that have to made in a timely and accurate way."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Todd's for some 15 years in his various roles. I trust his advice, and appreciate his detailed updates and assessments."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"With Todd’s invaluable experience and expertise I feel very confident with his advice in looking after our retirement portfolios. He is very thorough in understanding our needs, and then planning how to put that into place for us. He always responds promptly to any questions we have, is always available, and he genuinely cares about getting the best outcomes for us. I feel like my finances are in very safe hands and I couldn’t recommend Todd highly enough."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

""Todd has been my adviser for 3years. He has been extremely helpful with my retirement plans in regards to superannuation, tax, property and investment advice. Todd was able to explain things to me in a way I understood. He has always made himself available for advice and I have full confidence with his financial strategies and recommend him without reservation"."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Todd has been our adviser for 10 years. We have confidence in his knowledge, experience and advice. Todd is able to explain things to us in a clear way. Using superannuation strategies Todd has provided effective tax management reducing our tax bill. We always received Todd's full care and attention when needed."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Todd has provided me with advice on my investment portfolio, superannuation, cashflow and insurance for almost a decade. My lifestyle has changed considerably over this time and Todd has always adapted strategies to suit my short and long term goals. Working with Todd is a pleasure - he explains financial information in a clear, logical way and most importantly, i've benefited from the strategies Todd has put in place."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Chartered Accountant (Financial Planning Specialist)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ) (prev ICAA)
Completed
2012

Chartered Accountant (CA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ) (prev ICAA)
Completed
1999

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2002

Bachelor of Business (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
Charles Sturt University (CSU)
Completed
1995

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Services Institute of Australasia (FINSIA)

Membership type
Certified Financial Planner
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