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

Timothy Graham

13 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000456116

Timothy Graham is a financial adviser based in Newstead, Queensland, with 13 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 Bachelor of Business (Financial Planning) from Royal Melbourne Institute Of Technology.

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

2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Margin Lending
Integrity Education Group
2017
ASX Listed Products Accreditation Course
LPAC Online
2017
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2021
Bachelor of Business (Financial Planning)
Royal Melbourne Institute Of Technology
2025
Commercial Law
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jun 2013 - 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