Financial Adviser · CAIRNS, QLD

Timothy Sean O'connell

14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000423648

Timothy Sean O'connell is a financial adviser based in Cairns, Queensland, with 14 years of experience in the financial services industry. Timothy is currently authorised under Templestone Financial Services 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 Master of Business Administration from The Australian Graduate School of Management (AGSM), University of NSW.

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

1983
Bachelor of Arts (Honours)
- Reading University, UK
1992
Master of Business Administration
The Australian Graduate School of Management (AGSM), University of NSW
2014
Advanced Diploma of Financial Planning
Kaplan Professional Education

Registration History

Sep 2023 - Present Current
NEXTGEN FINANCIAL GROUP PTY LTD
May 2015 - Sep 2023 Ceased
Excluding Self - Managed Superannuation Funds
PREMIUM WEALTH MANAGEMENT PTY LTD
Jun 2011 - Apr 2015 Ceased

Source: ASIC Financial Advisers Register