Financial Adviser
· WEST MELBOURNE, VIC
Timothy Renfrey
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001308111
Timothy Renfrey is a financial adviser based in West Melbourne, Victoria, with 2 years of experience in the financial services industry. Timothy is currently authorised under Alliance Wealth 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 (Corporate Finance) from University of Adelaide.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce (Corporate Finance)
University of Adelaide
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
Accredited Derivatives Adviser Level 1 Course
Kaplan Professional
2026
Specialist SMSF Course
SuperConcepts & University of Adelaide
Registration History
Source: ASIC Financial Advisers Register