TIMOTHY ADAMS
Financial Adviser · Aspendale, VIC
📚 Qualifications & Training
1994 - Bachelor of Business(Property Valuations) - - RMIT University.
2001 - CPA Accountant - - Australian Society of CPAs
2001 - Diploma of Financial Planning - - Financial Planning Association
2002 - Certified Financial Planner - - Financial Planning Association
2013 - Self Managed Superannuation Fund Specialist Adviser - - SMSF Association
🏢 Professional Memberships
CPA Australia (CPA)
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.