Tim Waterson
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006847
- Location
- Sydney NSW 2000
- Licensee
- Awm Services Pty Ltd (AFSL 366121)
- Authorised since
- 15 January 2025
- First provided advice
- 2001
- Qualifications
- Bachelor of Economics, University of Queensland (1996); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Commercial Law, Kaplan Higher Education Pty Limited (2023); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2023); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- One off licensee approval is required for all products which are not on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Tim Waterson
On the Financial Advisers Register kept by ASIC, Tim Waterson appears as a current financial adviser in Sydney, New South Wales, adviser number 001006847.
Tim provides advice as an authorised representative of Awm Services Pty Ltd, which holds Australian financial services licence 366121. The current authorisation started on 15 January 2025.
The register records 2001 as the year Tim first provided financial advice. Qualifications and training on file include Bachelor of Economics (University of Queensland, 1996), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012) and Commercial Law (Kaplan Higher Education Pty Limited, 2023).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are not on the approved product list.”
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Questions people ask
Is Tim Waterson a registered financial adviser?
Yes. Tim Waterson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006847.
Which licensee does Tim Waterson work under?
Awm Services Pty Ltd, Australian financial services licence 366121.
What can Tim Waterson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "One off licensee approval is required for all products which are not on the approved product list."