Financial Adviser
· DONCASTER, VIC
Timothy Andrew Chisholm
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001695
Timothy Andrew Chisholm is a financial adviser based in Doncaster, Victoria, with 13 years of experience in the financial services industry. Timothy is currently authorised under Synstrat 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 Certified Financial Planner from Financial Planning Association of Australia (FPA). Timothy is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2008
Bachelor of Commerce (Majors in Commercial Law, Finance & Financial Planning)
Deakin University
2012
Graduate Diploma of Financial Planning
Kaplan Professional
2014
SMSF Specialist Advisor
SMSF Association
2015
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2021
Ethics for Financial Services
Ethics - Deakin University
2022
Master of Financial Planning
Deakin University
Registration History
This authorised representative is only authorised to give class of product advice in relation to Securities.
GWM ADVISER SERVICES PTY LTD
OCTILLION PARTNERS PTY LTD
PERPETUAL SUPERANNUATION LIMITED
FORDHAM INVESTMENT MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register