Financial Adviser · NARACOORTE, SA

Timothy Robert Mason

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001272194

Timothy Robert Mason is a financial adviser based in Naracoorte, South Australia, with 8 years of experience in the financial services industry. Timothy is currently authorised under Count Financial 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 Master of Business Administration (Financial Planning) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Economics
Flinders University of South Australia
2016
Master of Business Administration (Financial Planning)
Deakin University
2018
Master of Financial Planning
Deakin University
2022
SuperConcepts & ICFS Specialist SMSF Online Course
University of Adelaide
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Mar 2024 - Present Current
Jul 2023 - Mar 2024 Ceased
Jun 2022 - Jun 2023 Ceased
Jun 2022 - Jun 2023 Ceased
Dec 2018 - Jan 2020 Ceased
Not authorised to provide personal advice on Securities, Standard Margin Lending

Source: ASIC Financial Advisers Register