Financial Adviser
· FORTITUDE VALLEY, QLD
Timothy Michael Ward
No disciplinary history on record with ASIC
FORTITUDE VALLEY,
QLD
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000339602
About Timothy Michael Ward
Timothy Michael Ward is a financial adviser based in Fortitude Valley, Queensland, with 17 years of experience in the financial services industry since 2009. Timothy is currently authorised under The Advice Exchange. Timothy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Timothy's qualifications include a Bachelor of Commerce in Financial Planning and Investment from Griffith University. Timothy is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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
2006
Bachelor of Commerce in Financial Planning and Investment
Griffith University
2008
Graduate Diploma of Financial Planning
Finsia
2011
Margin Lending and Geared Investments
Kaplan
2015
Self Managed Superannuation Fund
Financial Education Professionals
2017
Tax for Financial Advising
Kaplan Professional
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan