Todd Stanford Email & Phone Number

Sydney, NSW, AU

Sydney, Australia

I work closely with individual familes and private clients, Not for Profits and privately owned businesses in managing their financial world and providing ongoing strategic and financial advice. As the financial quarterback for my clients, I ensure stuff gets done.

Sydney, Australia

Enjoyed my time at Profile as a Senior Financial Adviser. My role was more varied including a year on the management committee and having responsibility for the associate advisers. I was also fortunate to be given the opportunity to establish Profile Accounting Services which focused solely on the administration and annual compliance needs of Self Managed.

Level 29, 66 Goulburn Street Sydney NSW 2000

I played an integral role in the growth and development of the Wealth Advisory division which each year was becoming a greater contributor to the overall firms top line revenue.My role was very hands on responsible for delivering initial and ongoing client advice working in a team of 15. My client base consisted of approximately 90 clients, most with.

Level 9, 16-18 O’Connell Street

Boutique non-aligned advisory firm which broke away following the global collapse of the Chartered Accounting firm Andersen. I was integral to the daily operation of the firm, focusing primarily on the delivery of initial and ongoing client advisory services, new business development and process design.I also assisted with personal income tax preparation.

363 George St Sydney

Key role in the establishment of the firms new wealth management divison - Andersen Private Wealth Management Pty Ltd which held it's own Australian Financial Services Licence. The wealth division sat within tax/private clients and was focused solely on High Net Wealth Private Individuals.I also was responsible for the audit of approximately 35 Self.

60 Clarence Street Sydney

I commenced work as a graduate in the audit division for 2 years working mostly in the telecommunications service line on Optus and some smaller financial services clients.I then requested an internal transfer to the International Executive Tax Services division to focus on personal tax return preparation, FBT return compliance and consulting, cross.

Professional Year Program, Accounting And Finance

Cfp, Financial Planning

Ca Smsf Specialist Accreditation Course, Taxation And Superannuation Law

Public Practice Program, Accounting And Business/Management

Held 14 & 15 December 2017. Focus on skills on being a Public Practitioner and setting up a business and optimising practice management.

Ethics & Professionalism In Financial Advice, Applied And Professional Ethics, High Distinction

Certificate Iv In Finance & Mortgage Broking, Lending

Graduate Diploma Of Financial Planning, Financial Planning

Ba, Accounting, Finance

Activities and Societies: International Student Club MemberGraduated with Distinction