Financial Adviser · DANDENONG SOUTH, VIC

Tim Kay

17 Years experience

Tax advice
authorised

Currently at

Dandenong South, VIC

View firm profile

ASIC Registered · ADV 000338237

Tim Kay is a financial adviser based in Dandenong South, Victoria, with 17 years of experience in the financial services industry. Tim is currently authorised under Ashfords Wealth Advisors Pty Ltd. Tim 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 Graduate Diploma of Financial Planning from Kaplan Professional. Tim is a member of Australian and New Zealand Institute of Insurance and Finance (ANZIIF) and 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

Authorised to provide tax financial advice services

Qualifications and Training

1996

Advanced Certificate in General Insurance

Swinburne University

1998

Certified Insurance Professional

Australian and New Zealand Institute of Insurance and Finance

2003

Diploma of Financial Planning

Integratec

2008

Certificate IV in Financial Services

Swinburne University

2012

Chartered Life Practitioner

Mentor Education

2023

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Ashfords Wealth Advisors Pty Ltd

Feb 2020 - Present Current

Personal Financial Services Ltd

Apr 2014 - Feb 2020 Ceased

GWM ADVISER SERVICES PTY LTD

Dec 2012 - Mar 2014 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Jun 2009 - Dec 2012 Ceased

Source: ASIC Financial Advisers Register