Financial Adviser · CANBERRA, ACT

Timothy Mclaughlan

CANBERRA, ACT

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000332436

Licensee

Ep Financial Services

Bundall, QLD (licence address on ASIC register)

View licensee

About Timothy Mclaughlan

Timothy Mclaughlan is a financial adviser based in Canberra, Australian Capital Territory, with 18 years of experience in the financial services industry since 2008. Timothy is currently authorised under Ep Financial Services. Timothy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Timothy's qualifications include a Bachelor of Commerce with Honours from The Australian National University. Timothy is a member of Financial Advice Association of Australia (FAAA) and Self Managed Super Fund Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Commerce with Honours

The Australian National University

2009

Graduate Diploma of Applied Finance

Kaplan Higher Education Pty Ltd

2015

SMSF Specialist Advisor (SSA) Accreditation

SMSF Association

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

Registration History

Ep Financial Services Pty Ltd

Jun 2014 - Present Current

Australia And New Zealand Banking Group Limited

Jun 2010 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register