Financial Adviser · LISMORE, NSW

Timothy Brett Fredericks

22 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000253819

Timothy Brett Fredericks is a financial adviser based in Lismore, New South Wales, with 22 years of experience in the financial services industry. Timothy is currently authorised under Akumin Financial Planning Pty Limited. 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 from University of New England.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor of Business

University of New England

2001

Graduate Diploma in Financial Planning

Securities Institute Australia (SIA)

2015

Tax for Financial Advising

Kaplan Higher Education Pty Limited

2016

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2017

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Feb 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Interprac Financial Planning Pty Ltd

Apr 2020 - Feb 2026 Ceased

Fortnum Private Wealth Ltd

Sep 2019 - Mar 2020 Ceased

Whost Pty Ltd

Jun 2017 - May 2019 Ceased

MAGNITUDE GROUP PTY LTD

Jul 2016 - Jun 2017 Ceased

Source: ASIC Financial Advisers Register