TIMOTHY MONTELEONE
Financial Adviser · Perth, WA
📚 Qualifications & Training
2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia
2012 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Western Australia
2014 - Accredited Derivatives Adviser Level 1 & Level 2 - Other - Kaplan Professional
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - Foreign Exchange Accreditation Program - Other - Stockbrokers and Financial Advisers Association
2018 - Margin Lending Accreditation Program - Other - Stockbrokers and Financial Advisers Association Limited
2018 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Stockbrokers and Financial Advisers Association Limited
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2024 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
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.