TIMOTHY BRETT FREDERICKS

Financial Adviser · Lismore, NSW

Registered

Registration Number

000253819

Registration Status

Registered

Location

Lismore, NSW 2480

Providing Advice Since

2004

Registration Date

16/09/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

1994 - Bachelor of Business - Bachelor Degree (AQF 7) - University of New England
2001 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Australia (SIA)
2015 - Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
2016 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2017 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

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.