Financial Adviser
· WOOLLOONGABBA, QLD
Timothy Velasco
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233704
Timothy Velasco is a financial adviser based in Woolloongabba, Queensland, with 11 years of experience in the financial services industry. Timothy is currently authorised under Core Advisor Group 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 Master of Financial Planning from Uni Western Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Financial Advising (Finance Law)
UWS
2015
Diploma of Financial Planning
Pinnacle
2021
Master of Financial Planning
Uni Western Sydney
Registration History
Government Debentures, Stocks or Bonds - class of product only; Business Insurance/Key Person Insurance Specialisation
WEALTH TRAIL PTY LTD
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures or Stocks or Bonds: Class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register