Data sourced from ASIC Financial Advisers Register
Financial Adviser · MILTON, QLD

Timothy Earle Jones

19 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000317226

Timothy Earle Jones is a financial adviser based in Milton, Queensland, with 19 years of experience in the financial services industry. Timothy is currently authorised under Akumin Financial Planning Pty 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services (Superannuation)
Association of Superannuation Funds of Australia Ltd (ASFA)
2007
Diploma of Financial Services (Financial Planning)
ThreeSixty
2010
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2015
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Sep 2007 - Present Current
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