Financial Adviser
· MALVERN, VIC
Timothy James Farrell
No disciplinary history on record with ASIC
MALVERN,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007380
About Timothy James Farrell
Timothy James Farrell is a financial adviser based in Malvern, Victoria, with 11 years of experience in the financial services industry since 2015. Timothy is currently authorised under 72 Financial. 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 Bachelor of Economics from Monash University.
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
1985
Bachelor of Economics
Monash University
2010
Diploma of Financial Services
Kaplan Professional
2015
Advanced diploma of financial planning
Monarch Institute
2015
Margin Lending
Monarch Institute
2018
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2021
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2022
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional