Financial Adviser · SYDNEY, NSW

Timothy James Wedd

28 Years experience
ASIC Registered · ADV 001001674

Timothy James Wedd 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 Crystal Wealth Partners Ltd. Timothy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Commerce from University of Melbourne. Timothy is a member of Financial Advice Association of Australia (FAAA) and Institute of Financial Professionals Australia.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Qualifications and Training

1993
Bachelor of Commerce
University of Melbourne
1996
Diploma of Financial Planning
Financial Planning Association
2007
Certificate in Workplace Training and Assessment
Innovative Business Training
2020
Ethics and Professionalism for Advisers
Ethics - Kaplan

Registration History

Dec 2011 - Present Current
Mar 2006 - Feb 2011 Ceased

Source: ASIC Financial Advisers Register