Todd has worked in the financial services industry for over 30 years. He draws his experience from accounting, funds management and superannuation firm roles. Todd learnt first-hand that stock-picking and active management strategies did not always benefit clients. He enjoys explaining what he calls ‘financial peace of mind’.

As Todd grew up on a farm, he empathises with farmers, and business owners, going through succession issues. He works closely with the family, planning for the next generation. If they decide to sell, the transfer of wealth can be overwhelming. With thoughtful planning and collaboration, Todd ensures a smooth transition with his unbiased financial advice.

Todd is a Chartered Accountant and a member of the Institute of Chartered Accountants. He has a Bachelor of Commerce and a Diploma in Financial Planning.  

In his spare time, Todd loves skiing, running, and following his children’s sports and cricket.