TIMOTHY MICHAEL WARD
Financial Adviser · Fortitude Valley, QLD
📚 Qualifications & Training
2006 - Bachelor of Commerce in Financial Planning and Investment - Bachelor Degree (AQF 7) - Griffith University
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia
2011 - Margin Lending and Geared Investments - - Kaplan
2015 - Self Managed Superannuation Fund - Other - Financial Education Professionals
2017 - Tax for Financial Advising - Other - Kaplan Professional
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.