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

Timothy Barresi

4 Years experience
Tax advice
authorised
Currently at
The Advice Exchange Pty Ltd
South Yarra, VIC
View firm profile
ASIC Registered · ADV 001296115

Timothy Barresi is a financial adviser based in Richmond, Victoria, with 4 years of experience in the financial services industry. Timothy is currently authorised under The Advice Exchange 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 Bachelor of Commerce from La Trobe University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Excludes authority to provide advice on MDA Services, Credit Services and Standard Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2018
Bachelor of Commerce
La Trobe University
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2024
SMSF Specialist Advisor
SMSF Association

Registration History

The Advice Exchange Pty Ltd
Apr 2022 - Present Current
Excludes authority to provide advice on MDA Services, Credit Services and Standard Margin Lending

Source: ASIC Financial Advisers Register