TIMOTHY JAMES FARRELL
Financial Adviser · Malvern, VIC
📚 Qualifications & Training
1985 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University
2010 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan Professional
2015 - Advanced diploma of financial planning - Advanced Diploma (AQF 6) - Monarch Institute
2015 - Margin Lending - Certificate (AQF 1-4) - Monarch Institute
2018 - Self Managed Superannuation Fund Adviser (Personal Advice) - Certificate (AQF 1-4) - Mentor Education
2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.