Financial Adviser
· MILDURA, VIC
Timothy Plumridge
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000803
Timothy Plumridge is a financial adviser based in Mildura, Victoria, with 24 years of experience in the financial services industry. Timothy is currently authorised under Capstone Financial Planning 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 (CFP) from Financial Planning Association of Australia. 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
2001
Bachelor of Economics
University of Newcastle
2005
Diploma of Financial Planning
Financial Planning Association of Australia
2009
Self Managed Superannuation Funds
Kaplan Professional
2017
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional