Financial Adviser
· MONA VALE, NSW
Timothy Patrick Brosnan
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000063
Timothy Patrick Brosnan is a financial adviser based in Mona Vale, New South Wales, with 19 years of experience in the financial services industry. Timothy is currently authorised under Fd AFSL 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 from The University of Newcastle.
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
1998
Bachelor of Business
The University of Newcastle
2009
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2012
Self Managed Super Funds
Kaplan Higher Education Pty Limited
2019
FPC001B Economic and Legal Context for Financial Planning
Ethics - Kaplan Higher Education