TIMOTHY ANDREW CHISHOLM

Financial Adviser ยท Braeside, VIC

Registered

Registration Number

001001695

Registration Status

Registered

Location

Braeside, VIC 3195

Providing Advice Since

2013

Registration Date

31/07/2017

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2008 - Bachelor of Commerce (Majors in Commercial Law, Finance & Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2012 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2014 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2015 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2021 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
SMSF Association

โ„น๏ธ 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.