Financial Adviser
· SYDNEY, NSW
Tamim Marial
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001236953
Tamim Marial is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Tamim is currently authorised under Findex Advice Services Pty Ltd. Tamim 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 Certified Financial Planner from FPA. Tamim is a member of 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
Restrictions: Excluding LRBA's
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Business and Commerce
University of Western Sydney
2013
Diploma of Financial Planning
Kaplan Professional
2018
Certified Financial Planner
FPA
2021
Accredited Aged Care Professional
Aged Care Steps
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional