TIMOTHY ALLAN MOFFATT
Financial Adviser · Norwood, SA
📚 Qualifications & Training
2005 - Bachelor of Commerce (Corporate Finance) - Bachelor Degree (AQF 7) - University of Adelaide
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Securities Institute
2007 - Master of Applied Finance and Investment - Masters Degree (AQF 9) - Finsia
2009 - Accredited Derivatives Adviser Level 2 - - Kaplan
2013 - Foreign Exchange - - Kaplan
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.