TIMOTHY PLUMRIDGE
Financial Adviser ยท Langtree, VIC
๐ Qualifications & Training
2001 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle
2005 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
2009 - Self Managed Superannuation Funds - Other - Kaplan Professional
2017 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏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.