Financial Adviser
· SYDNEY, NSW
Timothy David Conde
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279334
Timothy David Conde is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry. Timothy is currently authorised under Apt Wealth Partners 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 Certified Financial Planner CFP from Financial Planning Association of Australia. Timothy 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Economics
Macquarie University
1997
Certified Practicing Accountant
CPA Australia
2002
Certified Financial Planner CFP
Financial Planning Association of Australia
2005
Self Managed Superannuation Funds
Tribecca
2011
Margin Lending and Geared Investments
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register