Financial Adviser · BOWEN HILLS, QLD

Timothy Paul Barton

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000235863

Timothy Paul Barton is a financial adviser based in Bowen Hills, Queensland, with 24 years of experience in the financial services industry. Timothy is currently authorised under Adrians Wealth Management 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 from Financial Planning Association. Timothy is a member of Financial Advice Association of Australia (FAAA), Financial Planning Association (FPA) - Certified Financial Planner and SMSF Association - SMSF Specialist Advisor (SSA).

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

1995
Bachelor of Commerce (Accounting & Finance)
Griffith University
2000
Graduate Diploma of Applied Finance and Investment
FINSIA
2011
Margin Lending & Geared Investments
Kaplan Professional
2014
SMSF Specialist Advisor Designation
SMSF Association
2019
Certified Financial Planner
Financial Planning Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
FASEA Adviser Exam
FASEA

Registration History

Oct 2023 - Present Current
TRAVECTIO ADVISORY PTY LTD
Apr 2020 - Jan 2024 Ceased
Sep 2003 - Apr 2020 Ceased

Source: ASIC Financial Advisers Register