Financial Adviser
· GLANDORE, SA
Timothy Lindsay
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000326588
Timothy Lindsay is a financial adviser based in Glandore, South Australia, with 32 years of experience in the financial services industry. Timothy is currently authorised under Advice Evolution 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 Certified Financial Planner from Financial Planning Association of Australia. Timothy is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1996
Certified Financial Planner
Financial Planning Association of Australia
1997
Diploma of Financial Planning
FPA / RMIT University
2012
SMSF Specialist Advisor
SMSF Association
2020
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
Registration History
Not authorised to provide personal advice on SMSF
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register