Financial Adviser · TURNER, ACT

Timothy William Robb

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000402072

Timothy William Robb is a financial adviser based in Turner, Australian Capital Territory, with 15 years of experience in the financial services industry. Timothy is currently authorised under Personal Financial Services Ltd. Timothy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from Kaplan Higher Education Pty Ltd.

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

2010
Bachelor of Commerce (Financial Planning & International Business)
University of Wollongong
2011
Core 1 Securities & Managed Investments Accreditation
Stockbrokers Association of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional
2017
Master of Applied Finance
Kaplan Higher Education Pty Ltd
2020
FPC002B
Bridging Course - Ethics - Kaplan Higher Education

Registration History

Apr 2019 - Present Current
Feb 2018 - Feb 2019 Ceased
Jun 2017 - Dec 2017 Ceased
Mar 2017 - Mar 2017 Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Dec 2015 - May 2016 Ceased
Jan 2015 - Mar 2017 Ceased
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Mar 2011 - Sep 2013 Ceased

Source: ASIC Financial Advisers Register