Financial Adviser
· BENDIGO, VIC
Timothy Gabriel Croke
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000327480
Timothy Gabriel Croke is a financial adviser based in Bendigo, Victoria, with 18 years of experience in the financial services industry. Timothy is currently authorised under Fortem Wealth Management 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 Marketing from La Trobe University. Timothy is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Marketing
La Trobe University
2008
Diploma of Financial Services (Financial Planning)
Kaplan
2009
ALPA
Kaplan
2010
Self Managed Superannuation Funds
Kaplan
2011
Margin Lending and Geared Investments
Kaplan
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2020
Ethics & Professionalism in Financial Planning
Ethics - Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register