Financial Adviser · PERTH, WA

Timothy Reginald Gerald Avery

18 Years experience

Tax advice
authorised

Currently at

Australia And New Zealand Banking Group Limited

Docklands, VIC

View firm profile

ASIC Registered · ADV 001004879

Timothy Reginald Gerald Avery is a financial adviser based in Perth, Western Australia, with 18 years of experience in the financial services industry. Timothy is currently authorised under Australia And New Zealand Banking Group Limited. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: Securities - Class of product advice only.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2011

Margin Lending & Geared Investments

Kaplan Higher Education Pty Limited

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Australia And New Zealand Banking Group Limited

Feb 2009 - Present Current

Securities - Class of product advice only.

Source: ASIC Financial Advisers Register