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Todd Burnell

 Todd Burnell

Share profile:
515 Kent Street Suite 97 Level 3
Sydney
NSW
2000
AU

Overview CONTACT THE ADVISER

Todd Burnell Todd Burnell

total Reviews

3

Experience

17yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Todd Burnell is the Senior Financial Planner and Director for Silway Financial Services and receives a salary only.

 Todd began his career in the banking and finance sector in 1992. His experience in the financial services industry has seen him work in both client facing and Senior Management roles with a major Australian Bank and State Government Superannuation Fund.

 Todd’s focus has always been to help clients achieve their financial and lifestyle objectives whilst ensuring all core issues have been addressed, at the same time supporting them in navigating the changes happening around them.

 Todd is passionate about the provision of financial advice and during his career has assisted many clients to achieve their financial objectives. Some areas in which Todd specialises include:

·        Successful retirement planning

·        Life transitions (such as career changes or starting a family)

·        Unique insight into financial challenges and complexities

·        Leaving or returning to Australia

·        Defining and tracking the steps to achieve financial freedom

·        Protecting Assets and Income to support financial objectives

 Todd is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Association (FPA). With a strong desire to continually improve his knowledge, Todd is currently studying his MBA through the Australian Graduate School of Management.

 

Company:

Silway Private Wealth
Silway Private Wealth

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

National Australia Bank Limited
National Australia Bank Limited

Latest Customer Reviews (3 of 3 total)See all

"Todd is able to explain financial concepts in a way I can understand. He has really helped me improve my financial position and given me the confidence that things will be Ok. "

Jessica, 35-45 14 Nov 2017

"Todd has managed to find some life insurance that covers me for aviation activities where others would not. He has introduced a super product that is exceeding my expectations."

Peter, 35-45 14 Nov 2017

"I have recently worked with Silway Private Wealth to help me better understand my savings and investment needs. although I am still at Uni, Todd helped me better understand the small things I can be doing today to support me in the future."

Carlie, Under 35 10 Nov 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 17 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

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Additional comments


Contact details

Suite 97 Level 3
515 Kent Street, Sydney
NSW 2000

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 3 Total Reviews
Jessica, 35-4514 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Todd is able to explain financial concepts in a way I can understand. He has really helped me improve my financial position and given me the confidence that things will be Ok. "

Peter, 35-4514 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Todd has managed to find some life insurance that covers me for aviation activities where others would not. He has introduced a super product that is exceeding my expectations."

Carlie, Under 3510 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have recently worked with Silway Private Wealth to help me better understand my savings and investment needs. although I am still at Uni, Todd helped me better understand the small things I can be doing today to support me in the future."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
3
Customers

#1
Insurance Protection
STRENGTH
3
Customers

#1
Managing Debt
STRENGTH
3
Customers

#2
Estate Planning
STRENGTH
2
Customers

#2
Socially Responsible Investments
STRENGTH
2
Customers

#3
Margin Lending Geared Investments
STRENGTH
1
Customers

#3
Savings Investment
STRENGTH
1
Customers

x

Overall rating

80%

Todd Burnell

Company: Silway Private Wealth

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Todd Burnell is a member of and in what capacity, the licensee or company of Todd Burnell and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Todd Burnell (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%