Financial Adviser · COOTAMUNDRA, NSW

Timothy Bruce Devenish Meares

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000260785

Timothy Bruce Devenish Meares is a financial adviser based in Cootamundra, New South Wales, with 23 years of experience in the financial services industry. Timothy is currently authorised under Dawson Financial Services Pty 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 Bachelor of Business (Accounting) from Charles Sturt University. Timothy is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1992
Bachelor of Business (Accounting)
Charles Sturt University
1995
Chartered Accountant Programme
CAANZ
2002
Financial Planning Proper Authority Course
Securities Institute of Australia of Australia
2021
Ethics & Professionalism and Financial Advice
Ethics - Kaplan Professional
2021
Superannuation and Retirement Advice
Kaplan Professional

Registration History

Jul 2021 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Oct 2004 - Jul 2021 Ceased

Source: ASIC Financial Advisers Register