Todd Jeffrey
Principal Planner – Director
Todd has been a financial planner since 2001 and he specialises in providing not only quality but ethical financial advice to all of our clients.
Todd is totally committed to working with you no matter what your situation is. Todd has expertise across a wide array of financial planning matters and is passionate about all aspects of the advice he provides.
Todd and his team work closely with you, regardless of your generation to fully understand not just your financial goals but also your personal requirements and the motivations behind what you, your family or business is wishing to achieve.
After commencing his working life on his family farm at a young age on the North West Coast of Tasmania, Todd moved into the retail and wholesale sector for a large Tasmanian Hardware chain to eventually managing the Service Operations for Motors Devonport and Ulverstone at the age of 26 before entering the Financial Services Industry in August 2001.
With his varied background experiences, Todd is ideally placed to assist you on all matters, ranging from family ownership of agricultural business, advice to small business owners.
Todd is continuing to study at the University of Tasmania on a part time basis with a view to completing his Masters of Business Administration (MBA) in the future. Todd is the practice principal of Generation Financial and currently holds an Advanced Diploma of Financial Planning together with specialist accreditation in Self-Managed Super Funds (SMSF) and Mortgages.
Todd is a member of the Financial Planning Association (FPA) as well as the Finance Brokers Association of Australia (FBAA).
Todd also provides pro-bono advice and support as part of the Cancer Council of in partnership with the Cancer Council Pro Bono Program.
