Financial Adviser · BELLERIVE, TAS

Timothy Leonard Bird

39 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000250817

Timothy Leonard Bird is a financial adviser based in Bellerive, Tasmania, with 39 years of experience in the financial services industry. Timothy is currently authorised under Alliance Wealth 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 DFP 1-4 from Mixed Providers. Timothy is a member of Certified Financial Planner of the Financial Planning Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Government Bonds Margin Lending

Restrictions: Not authorised to provide advice in Self-Managed Super Funds

Authorised to provide tax financial advice services

Qualifications and Training

2003

DFP 1-4

Mixed Providers

2012

RG146 Margin Lending

MLC ThreeSixty

Registration History

Alliance Wealth Pty Ltd

May 2021 - Present Current

Not authorised to provide advice in Self-Managed Super Funds

GWM ADVISER SERVICES PTY LTD

Nov 2011 - May 2021 Ceased

JIGSAW SUPPORT SERVICES PTY LIMITED

Jan 2004 - Nov 2011 Ceased

Source: ASIC Financial Advisers Register