Data sourced from ASIC Financial Advisers Register
Financial Adviser · ADELAIDE, SA

Timothy Clarke

32 Years experience
Tax advice
authorised
Currently at
Morgans Financial Limited
Brisbane, QLD
View firm profile
ASIC Registered · ADV 001005086

Timothy Clarke is a financial adviser based in Adelaide, South Australia, with 32 years of experience in the financial services industry. Timothy is currently authorised under Morgans Financial Limited. Timothy holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Timothy is a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Economics (Accounting)
Flinders University of South Australia
1996
Graduate Diploma in Applied Finance and Investment
Securities Institute
1997
Certified Financial Planner
Financial Planning Association of Australia
2003
Diploma of Financial Planning
FPA
2009
Self Managed Superannuation Funds
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2020
Ethics and Professional Relationships
Ethics - QUT

Registration History

Morgans Financial Limited
Jan 2019 - Present Current
Macquarie Equities Limited
Mar 2004 - Dec 2018 Ceased

Source: ASIC Financial Advisers Register