TIM KAY
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1996 - Advanced Certificate in General Insurance - - Swinburne University
1998 - Certified Insurance Professional - - Australian and New Zealand Institute of Insurance and Finance
2003 - Diploma of Financial Planning - - Integratec
2008 - Certificate IV in Financial Services - - Swinburne University
2012 - Chartered Life Practitioner - - Mentor Education
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.