Financial Adviser · SMITHTON, TAS

Timothy Graham Sykes

SMITHTON, TAS

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000338240

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Timothy Graham Sykes

Timothy Graham Sykes is a financial adviser based in Smithton, Tasmania, with 17 years of experience in the financial services industry since 2009. Timothy is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Timothy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Timothy's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited. Timothy is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jul 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Fyg Planners Pty Ltd

Jun 2009 - Jun 2026 Ceased

Source: ASIC Financial Advisers Register