TIMOTHY CASEY
Financial Adviser ยท Mascot, NSW
๐ 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
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏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.