Financial Adviser
· VARSITY LAKES, QLD
Timothy Dale Wilkes
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000287332
Timothy Dale Wilkes is a financial adviser based in Varsity Lakes, Queensland, with 24 years of experience in the financial services industry. Timothy is currently authorised under Oreana 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 Bachelor of Business from University of Newcastle. 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
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business
University of Newcastle
2005
Diploma of Financial Services (Financial Planning)
AMP Financial Services
2006
Advanced Diploma of Financial Services (Financial Planning)
AMP Financial Services
Registration History
Source: ASIC Financial Advisers Register