Todd Stanford

Principal, Private Wealth Adviser

“As the financial quarterback for my clients, I ensure stuff gets done.”

Tax and financial advice are not mutually exclusive and Todd has over two decades of experience working in both. Commencing his career in the Big Four and mid sized CA professional service firms, Todd delivers hands on, integrated tax and financial advice to individuals, families and Not-for-Profits.

Areas of expertise

  • Planning for Private Family Groups
  • Superannuation, SMSFs and Retirement Planning
  • International Assignees
  • Structured Philanthropic Giving Advice

Todd Stanford loves

  • Living in the Blue Mountains, his wife and 3 children.
  • Digging for pre-loved vinyl records – preferably anything from the progressive rock genre.
  • Discovering a new peaty single malt whisky.
  • Testing his patience with a round of golf and fishing when time allows.

Qualifications

  • Bachelor of Business (Charles Sturt University)
  • Institute of Chartered Accountants PY Program (CAANZ)
  • Graduate Diploma of Financial Planning (FINSIA)
  • CFP® Program (Deakin University)
  • CA SMSF Specialist Accreditation Course (UNSW)
  • Certificate IV in Finance & Mortgage Broking (KAPLAN)

 

Membership & associations

  • Chartered Accountant (CA)
  • Certified Financial Planner (CFP®)
  • Registered Tax Agent
  • Fellow of FINSIA
  • CA SMSF & Financial Planning Specialist
  • Justice of the Peace

Areas of expertise

  • Planning for Private Family Groups
  • Superannuation, SMSFs and Retirement Planning
  • International Assignees
  • Structured Philanthropic Giving Advice

Qualifications

  • Bachelor of Business (Charles Sturt University)
  • Institute of Chartered Accountants PY Program (CAANZ)
  • Graduate Diploma of Financial Planning (FINSIA)
  • CFP® Program (Deakin University)
  • CA SMSF Specialist Accreditation Course (UNSW)
  • Certificate IV in Finance & Mortgage Broking (KAPLAN)

 

Membership & associations

  • Chartered Accountant (CA)
  • Certified Financial Planner (CFP®)
  • Registered Tax Agent
  • Fellow of FINSIA
  • CA SMSF & Financial Planning Specialist
  • Justice of the Peace

Todd Stanford loves

  • Living in the Blue Mountains, his wife and 3 children.
  • Digging for pre-loved vinyl records – preferably anything from the progressive rock genre.
  • Discovering a new peaty single malt whisky.
  • Testing his patience with a round of golf and fishing when time allows.

"Todd always goes the extra mile and acts as a true business partner in supporting me to achieve my financial goals. He is always available, is extremely responsive and is able to draw on a wide network of resources to enable me to make the best decisions."

— Mark Tennyson