Financial Adviser
· MELBOURNE, VIC
Timothy Adams
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000451139
Timothy Adams is a financial adviser based in Melbourne, Victoria, with 29 years of experience in the financial services industry. Timothy is currently authorised under Secure Port 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. Timothy is a member of CPA Australia (CPA) 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
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Business(Property Valuations)
RMIT University.
2001
CPA Accountant
Australian Society of CPAs
2001
Diploma of Financial Planning
Financial Planning Association
2002
Certified Financial Planner
Financial Planning Association
2013
Self Managed Superannuation Fund Specialist Adviser
SMSF Association
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register