Financial Adviser · NORTH MELBOURNE, VIC

Timothy Archer

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001251051

Timothy Archer is a financial adviser based in North Melbourne, Victoria, with 9 years of experience in the financial services industry. Timothy is currently authorised under Empower Wealth Financial Management 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 Master of Business (Financial Planning) from Charles Sturt University. 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

Authorised to provide tax financial advice services

Qualifications and Training

1998
Bachelor of Applied Computing
University of Tasmania
2009
Diploma of Business (Frontline Management)
CSU Training
2013
Master of Business (Financial Planning)
Charles Sturt University
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Introduction to Self Managed Superannuation Funds
Kaplan Professional

Registration History

Jul 2024 - Present Current
Jan 2024 - Jul 2024 Ceased
Jul 2021 - Oct 2023 Ceased
Not authorised to provide personal advice on Margin Lending Facility, Aged Care and Listed Securities (Portfolios > $300k).
Dec 2019 - Jun 2021 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
May 2019 - Nov 2019 Ceased
Jan 2017 - Mar 2019 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register