Financial Adviser
· PARKSIDE, SA
Timothy Carswell Smith
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001273166
Timothy Carswell Smith is a financial adviser based in Parkside, South Australia, with 20 years of experience in the financial services industry. Timothy is currently authorised under Treehouse Fp 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 Bachelor of International Studies from Flinders University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of International Studies
Flinders University
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2020
MAA769 Ethics for Financial Services
Ethics - Deakin University
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register