Todd Williams
B.Ec . GDFP GDAFI (FINSIA) - Financial Adviser Authorised Representative - ARN: 262355
Fiducian Financial Services Hunter
NSW - Regional
- Phone
- 02 4952 5500
- Address
-
20 Alma Road, New Lambton NSW 2305
PO Box 58, New Lambton NSW 2305
About Todd Williams
Todd Williams, CFP®, has more than 20 years’ experience in financial planning, helping clients build, protect and manage their wealth since 2003.
He holds a Bachelor of Economics from the University of Newcastle, Graduate Diplomas in Financial Planning and Applied Finance & Investment, and the prestigious CERTIFIED FINANCIAL PLANNER® designation.
Todd specialises in wealth creation, superannuation and SMSFs, business planning, personal insurance and retirement planning. He works closely with clients to develop tailored strategies aligned with their goals, believing that successful financial outcomes are achieved through trust, clear communication and long-term collaborative relationships.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
- MDA Services
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Todd Williams
Todd Williams, CFP®, has more than 20 years’ experience in financial planning, helping clients build, protect and manage their wealth since 2003.
He holds a Bachelor of Economics from the University of Newcastle, Graduate Diplomas in Financial Planning and Applied Finance & Investment, and the prestigious CERTIFIED FINANCIAL PLANNER® designation.
Todd specialises in wealth creation, superannuation and SMSFs, business planning, personal insurance and retirement planning. He works closely with clients to develop tailored strategies aligned with their goals, believing that successful financial outcomes are achieved through trust, clear communication and long-term collaborative relationships.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
- MDA Services
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility