Financial Adviser
· BRISBANE CITY, QLD
Timothy Poole
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006493
Timothy Poole is a financial adviser based in Brisbane City, Queensland, with 21 years of experience in the financial services industry. Timothy is currently authorised under Mfg Advice 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).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Restrictions: No margin lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce
University of Queensland
2001
Bachelor of Economics
University of Queensland
2003
Chartered Accountant
Institute of Chartered Accountants
2010
Certified Financial Planner
Financial Planning Association
2013
SMSF
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Accredited Age Care Professional
Aged Care Steps