Todd Jeffrey Email
Financial Advisor and Shareholder @ Tailored Lifetime Solutions Pty Ltd
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Todd Jeffrey Location
- Hobart, TAS, AU
Todd Jeffrey Work
- 2024 -now Financial Advisor and Shareholder @
- 2016 -2019 National Board Member and Tasmanian State Director @
- 2008 -2012 Director and Practice Principal @ Todd Jeffrey Holdings Pty Ltd T/as Salamanca Financial
- 2001 -2008 Director and Practice Principal @ Todd Jeffrey Holdings Pty Ltd T/as TJH Financial Solutions
- 2000 -2001 Recruitment Consultant @ Business & Employment
- 1995 -2000 Service Manager @ Motors Pty Ltd
- 1993 -1995 Service Department (Fleet Service Advisor) @ Motors Pty Ltd
- 2012 -2025 Director and Practice Principal @ Generation financial
Todd Jeffrey Education
- Kaplan Professional
Graduate Diploma of Financial Planning
2021-2023 - University of Tasmania
Masters of Business
2011-2017 - Australian Institute of Company Directors
GAICD
2016-2016 - Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
2005-2006 - The Don College 1987-1988
- St Brendan-Shaw College 1983-1986
Todd Jeffrey Skills
- Income Protection
- Superannuation
- Wealth Accumulation
- Retirement Planning
- Financial Advisory
- Business Strategy
- Wealth Management
- Strategic Financial Planning
- Personal Pensions
- Asset Protection
- Investment Strategies
- SMSF
- Segregated Funds
- Pensions
- Retirement
- Financial Planning
- Insurance
- Investments
- Financial Planners
- Investment Advisory
- Estate Planning
- Life Insurance
- Small Business
- Business Development
- Leadership
- Sales
- Strategic Planning
- Management
Todd Jeffrey Summary
- Todd Jeffrey, based in Hobart, TAS, AU, is currently a Financial Advisor and Shareholder at Tailored Lifetime Solutions Pty Ltd. Todd Jeffrey brings experience from previous roles at AMP Financial Planners Association Ltd, Todd Jeffrey Holdings Pty Ltd T/as Salamanca Financial, Todd Jeffrey Holdings Pty Ltd T/as TJH Financial Solutions and Business & Employment. Todd Jeffrey holds a 2021 - 2023 Graduate Diploma of Financial Planning @ Kaplan Professional. With a robust skill set that includes Income Protection, Superannuation, Wealth Accumulation, Retirement Planning, Financial Advisory and more. Todd Jeffrey has 1 emails on RocketReach.
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