Financial Adviser · GLADSTONE, QLD

Timothy James Russell

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001261294

Timothy James Russell is a financial adviser based in Gladstone, Queensland, with 8 years of experience in the financial services industry. Timothy is currently authorised under Morgans Financial 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 Bachelor of Business Management from University of Queensland. 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

2013
Bachelor of Business Management
University of Queensland
2017
Diploma of Financial Planning
Mentor Education Pty Ltd
2023
Graduate Diploma of Financial Planning
Kaplan

Registration History

Aug 2019 - Present Current
Jan 2018 - Aug 2019 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register