Todd Burnell

Silway Private Wealth

Gold
22 Yrs Experience
Valentine, NSW 2280

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.

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 26
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Silway Private Wealth

Unit 5, 68 Dilkera Ave
Valentine, NSW 2280

Meeting methods

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323