Todd Cfte Email

Private Wealth Advisory and Certified Financial Planner @ WILSONS

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Todd Cfte Location

Mermaid Beach, QLD, AU

Todd Cfte Work

2018 - now Private Wealth Advisory and Certified Financial Planner @ WILSONS
2015 - 2017 Certified Financial Planner @ NAB
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2008 - 2015 Financial Planner and Financial Planning Associate @ Various

Todd Cfte Education

Australian Institute of Company Directors
Associate's degree (Business Administration and Management, General)
2020 - 2021
Financial Planning Association of Australia
Certified Financial Planner
2015 - 2017
Kaplan
(Accredited Listed Products Adviser, Accredited Derivatives Adviser, SMSF, Gearing and Margin Lending)
2011 - 2014

Kaplan
Diploma of Technical Analysis
2013 - 2013
Griffith University
Bachelor of Commerce (BCom) & Bachelor of International Business (BIntBus) (Finance, Financial Planning and International Business)
2006 - 2009
Alexandra Hills
High School
1995 - 1999

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Todd Cfte Skills

Wealth Management
Financial Modeling
Strategic Financial Planning

Paraplanning
Finance
Financial Advisory
Derivatives
Portfolio Management
Financial Services
Investments

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Todd Cfte Summary

Todd Cfte, based in Mermaid Beach, QLD, AU, is currently a Private Wealth Advisory and Certified Financial Planner at WILSONS. Todd Cfte brings experience from previous roles at National Australia Bank and Various. Todd Cfte holds a 2020 - 2021 Associate's degree in Business Administration and Management, General @ Australian Institute of Company Directors. With a robust skill set that includes Wealth Management, Financial Modeling, Strategic Financial Planning, Paraplanning, Finance and more. Todd Cfte has 1 emails on RocketReach.

Todd Cfte Emails

Found 1 emails

@mcgrathnicol.com

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