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.

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

5.00
26 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 26

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Todd assisted my wife and I establish a Self-Managed Super Fund (SMSF) and plan for our retirement. He has provided sound advice to both of us in regards to a common-sense approach to managing our future. Todd's industry experience and contacts within the Finance sector provide a good perspective that provides a stable base when providing guidance for financial management no matter the age or wealth of the person he is engaging. We have no hesitation in recommending Todd to family and work colleagues."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Todd has given us expert advice on all we have asked. He is very confident in his field. He is a very friendly person & is exceptional with the elderly. We would not hesitate to recommend him to our friends & family."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Todd has provided excellent service with my need."

  • Superannuation
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Todd has been our Financial Adviser for 2 yrs now. He is reliable, prompt, friendly and seems to take a genuine interest in our financial well being. He has helped us with general financial advice, retirement planning, insurance cover and superannuation. We would highly recommend Todd to anyone who is serious about their financial future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have known Todd as an adviser for over 20 years. He has grown in experience and kills as we have grown older in years and circumstances. We trust Todd completely, he has the power to listen , percieve, and understand his clients, and advise them as unique clients. he sees our circumstances change, and our needs into the future. He is without peer in the financial services sector ( and we have interacted with others in the government and private sector)."

  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 26

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
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2004

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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