Todd Pallett

Todd is a financial adviser, Self-Managed Super Fund (SMSF) specialist, Small to Medium Enterprise (SME) adviser and author.

He focuses primarily on working with individuals and family businesses to protect, grow and successfully transfer their wealth to the next generation.

Todd has provided sophisticated private wealth management services to high net worth individuals and family offices since 1996. He has worked with a broad range of clients and has a wide and deep understanding of clients issues facing retirement and wanting to protect what they have.

He is a recognized leader in the industry and the author of “The Wealthy Aussie Expat”, “7 Experts on 7 Topics” and his new book “The Super Playbook” which features leading strategies for people wanting to control their financial independence utilizing self managed super.

In 1996 Todd was a founding member of the AMP LEADS Financial Planning program in Australia and was awarded best financial adviser in his inaugural year. Later headhunted to HSBC Australia, he was appointed as New South Wales (Sydney) State Manager of Financial Planning at the age of 26 and expanded their operation to Perth, Western Australia.

Outside of the financial services industry Todd is a former two times Australian Heavyweight Taekwondo Champion and represented Australia at the 1994 World Championships where he won bronze in his first international outing. Now retired from competition he enjoys mixed martial arts and recreational running for charity with his wife for the Child Welfare Scheme Charity in Nepal where previous funding efforts have built day care centers to house local children.

Born and raised in Perth, Western Australia he graduated from Curtin University with a Bachelor of Commerce, Property Major. He has been featured in publications for Benchmark, Prestige, South China Morning Post and Chambers of Commerce Magazines.

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