Financial Adviser
· SYDNEY, NSW
Timothy Theodore Southerden
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006356
Timothy Theodore Southerden is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Timothy is currently authorised under Industry Fund Services 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 Certified Financial Planner from The Financial Planning Assocation 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
Authorised to provide tax financial advice services
Qualifications and Training
1997
Master of Business Administration
The University of New England
2010
Advanced Diploma Financial Services (Financial Planning)
Kaplan Professional Australia
2014
Certified Financial Planner
The Financial Planning Assocation of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register