TIMOTHY MICHAEL BOLTON

Financial Adviser ยท Brisbane City, QLD

Registered

Registration Number

000454242

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2015

Registration Date

14/12/2018

Financial Services Licensee

PLAN 2 PTY LTD

Licence #000237874

๐Ÿ“š Qualifications & Training

2014 - Diploma of Financial Planning FNS50611 - - RG146 Training
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2019 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

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.