TIMOTHY CASEY

Financial Adviser ยท Mascot, NSW

Registered

Registration Number

000287643

Registration Status

Registered

Location

Mascot, NSW 2020

Providing Advice Since

2004

Registration Date

27/09/2018

Financial Services Licensee

CIP LICENSING LIMITED

Licence #000471728

๐Ÿ“š Qualifications & Training

2005 - Diploma of Financial Services (Financial Planning) - - Mentor
2006 - Real Estate Certificate - - Real Estate Institute
2013 - Self Managed Superannuation Funds - - Mentor
2015 - Advanced Diploma of Financial Planning - - Mentor
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.