TIMOTHY PAUL BARTON

Financial Adviser ยท Woolloongabba, QLD

Registered

Registration Number

000235863

Registration Status

Registered

Location

Woolloongabba, QLD 4102

Providing Advice Since

2002

Registration Date

01/09/2003

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

1995 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - Griffith University
2000 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA
2011 - Margin Lending & Geared Investments - Professional Designations - Kaplan Professional
2014 - SMSF Specialist Advisor Designation - Professional Designations - SMSF Association
2019 - Certified Financial Planner - Professional Designations - Financial Planning Association
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - FASEA Adviser Exam - Other - FASEA

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
SMSF Association - SMSF Specialist Advisor (SSA)

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.