Financial Adviser
· NORWOOD, SA
Timothy Allan Moffatt
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000464243
Timothy Allan Moffatt is a financial adviser based in Norwood, South Australia, with 21 years of experience in the financial services industry. Timothy is currently authorised under Oakleigh 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 Master of Applied Finance and Investment from Finsia.
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
2005
Bachelor of Commerce (Corporate Finance)
University of Adelaide
2005
Diploma of Financial Services (Financial Planning)
Securities Institute
2007
Master of Applied Finance and Investment
Finsia
2009
Accredited Derivatives Adviser Level 2
Kaplan
2013
Foreign Exchange
Kaplan
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
Managed Investment Schemes, excluding IDPS
AUSTOCK FINANCIAL SERVICES PTY LTD
MINC FINANCIAL SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register