Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Timothy Adams

MELBOURNE, VIC
29 Years experience
Tax advice
authorised
ASIC Registered · ADV 000451139
Practice
The Trustee For Secure Port Financial Unit Trust
Melbourne, VIC (practice address on ASIC register)
Licensed through Secure Port
View practice

About Timothy Adams

Timothy Adams is a financial adviser based in Melbourne, Victoria, with 29 years of experience in the financial services industry since 1997. Timothy works at The Trustee For Secure Port Financial Unit Trust, which is licensed through Secure Port. 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. 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

Secure Port Pty Ltd
Jun 2022 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Apr 2015 - Jun 2022 Ceased
LONSDALE FINANCIAL GROUP PTY LTD
Jan 2014 - Apr 2015 Ceased
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Nov 1997 - Dec 2013 Ceased

Source: ASIC Financial Advisers Register