TIMOTHY WORTLEHOCK
Financial Adviser · Osborne Park, WA
📚 Qualifications & Training
2005 - Advanced Diploma Financial Services - Advanced Diploma (AQF 6) - Tribeca Learning (Aust) Pty Ltd
2005 - Diploma Financial Services - Diploma (AQF 5) - Tribeca Learning (Aust) Pty Ltd
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2010 - Margin Lending & Geared Investments - Other - Kaplan Education Pty Ltd
2015 - Certificate IV in Finance & Mortgage Broking - Certificate (AQF 1-4) - Kaplan Education Pty Ltd
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
2024 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)
LRS - Life Risk Specialist (FPA)
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.