Todd is the General Manager of Infinity Capital Solutions, where he oversees the strategic direction and works with the Heads of the underlying divisions to implement the ICS strategy. He has extensive experience across all aspects of financial advice and investment management and is passionate about building solutions that meet the industry’s and its clients’ needs.
Previously, Todd was responsible for managing the self-employed advisor community at Viridian Select, where he oversaw the Australian Financial Services licensing and associated obligations for the advisors and their practices. He also served as an Executive Advisor at Viridian Advisory, where he worked with clients from diverse backgrounds and experiences to develop and implement complex financial strategies.
Before joining Viridian, Todd owned and operated his successful financial advisory firm, Zest Wealth Advisers, for 15 years. The firm operated across three states and provided personalised financial advice to over 800 clients. Todd merged Zest Wealth Advisers with Viridian Advisory in 2017.
Todd holds a Master of Financial Planning from Griffith University.