Financial Adviser
· BLACKBURN, VIC
Timothy John O'loughlin
No disciplinary history on record with ASIC
BLACKBURN,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000398080
Practice
Blackburn, VIC (practice address on ASIC register)
Licensed through LDB Financial Group
About Timothy John O'loughlin
Timothy John O'loughlin is a financial adviser based in Blackburn, Victoria, with 16 years of experience in the financial services industry since 2010. Timothy works at LDB Wealth Solutions, which is licensed through Ldb Financial Group. 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 Certified Financial Planner from Financial Planning Association of Australia. 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
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of commerce
Bond University
2010
Diploma of financial services
Mentor education group
2015
Self Managed Superannuation Funds
Kaplan Professional
2016
Certified Financial Planner
Financial Planning Association of Australia
2021
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education