TIMOTHY CLARKE

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

001005086

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

1994

Registration Date

21/01/2019

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

šŸ“š Qualifications & Training

1994 - Bachelor of Economics (Accounting) - - Flinders University of South Australia
1996 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
1997 - Certified Financial Planner - - Financial Planning Association of Australia
2003 - Diploma of Financial Planning - Diploma (AQF 5) - FPA
2009 - Self Managed Superannuation Funds - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT

šŸ¢ Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)

ā„¹ļø 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.