Todd Burnell is the Senior Financial Planner and Director for Silway Private Welath.
Todd began his career in the banking and finance sector in 1992. His experience in the financial services industry has seen him work in both client facing and Senior Management roles with a major Australian Bank and State Government Superannuation Fund.
Todd’s focus has always been to help clients achieve their financial and lifestyle objectives whilst ensuring all core issues have been addressed, at the same time supporting them in navigating the changes happening around them.
Todd is passionate about the provision of financial advice and during his career has assisted many clients to achieve their financial objectives. Some areas in which Todd specialises include:
· Successful retirement planning
· Life transitions (such as career changes or starting a family)
· Unique insight into financial challenges and complexities
· Leaving or returning to Australia
· Defining and tracking the steps to achieve financial freedom
· Protecting Assets and Income to support financial objectives
Todd is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Association (FPA). With a strong desire to continually improve his knowledge, Todd is currently studying his MBA through the Australian Graduate School of Management.
Todd has always been available and approachable when we need him. with his advice we feel like we have a direction and can see an improvement in our position.
Todd has provided information & advice on salary sacrifice, approaching retirement & investing rollover, estate matters & shares. Unlike previous advisors that I have seen, who don't listen & try to talk over you, Todd takes the time to listen, ask questions & to assess your level of understanding of financial matters & using this knowledge was able to give an insightful profile about my understanding the market swings, & that I accept that my investment can have ups & downs. Todd explains everything in understandable & simple terms. He is very knowledgible & experienced. I have & will continue to recommend Todd to my friends & family. His assistance is always appreciated.
Todd has given me advice in areas including loan products, self managed super funds and managing debt. Todd was usually able to explain things to me in a clear way. Through Todd's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Todd's full care and attention when I needed it.
My husband and I have found Todd’s advice to be invaluable and he has allowed us to gain insight into our financial future and strategies we just would never know of. Todd explains things to us that link to our personal situation and which we can understand and that make sense. We actually feel like we have a financial plan now and it gives us great peace of mind.
I worked with Todd at SSFS and knew him as one of our best planners and managers. For this reason, when he left SSFS my wife and I sought him out to help us with our planning. Because Todd is so trustworthy he had the confidence of the HR team and has become our go-to guy for those in HR seeking financial advice. Todd has been fantastic at making things sound simple and easy and is not only a trusted adviser but a trusted friend and confidant. he has a greaqt network so helped us refinance and introduced us to people who know their stuff and demonstrate the same high standard of service and professionalism.
- Adviser status Gold
- Number of reviews 26
- First year providing advice 2000
- Years of experience 22
- Certified Financial Planner (CFP)
Silway Private WealthUnit 5, 68 Dilkera Ave
Valentine, NSW 2280
- In person
- Video call
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