Financial Adviser · MELBOURNE, VIC

Timothy De Luca

MELBOURNE, VIC
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000472327
Currently at
Sydney, NSW (firm address)

About Timothy De Luca

Timothy De Luca is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Timothy is currently authorised under Count Financial Limited, operating through Count 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Timothy is a member of 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
Bachelor of Business (Applied Economics)
Victoria University
2003
Graduate Diploma of Financial Planning
Securities Institute of Australia
2006
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2010
Margin Lending
MLC
2021
Introduction to Self Managed Superannuation Funds
Kaplan Professional

Registration History

Dec 2023 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
Sep 2020 - Dec 2023 Ceased
Feb 2015 - Sep 2020 Ceased
Feb 2005 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register