TIMOTHY STALLMAN

Financial Adviser · Spring Hill, QLD

Registered

Registration Number

000273040

Registration Status

Registered

Location

Spring Hill, QLD 4000

Providing Advice Since

1999

Registration Date

10/09/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

1997 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT)
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2006 - CFP Certification Program - Other - Financial Advice Association Australia (FAAA)
2007 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2015 - Self Managed Superannuation Funds - Other - Mentor Education
2018 - ALPA Accredited Listed Product Adviser - Other - Kaplan Professional

🏢 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.