TIMOTHY POOLE
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland
2001 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Queensland
2003 - Chartered Accountant - Professional Designations - Institute of Chartered Accountants
2010 - Certified Financial Planner - Professional Designations - Financial Planning Association
2013 - SMSF - Certificate (AQF 1-4) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Accredited Age Care Professional - Certificate (AQF 1-4) - Aged Care Steps
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.