Timothy Adams
Financial Adviser in Melbourne, Victoria, Australia
Review Timothy Adams
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000451139
- Location
- Melbourne VIC 3000
- Licensee
- Secure Port Pty Ltd (AFSL 539360)
- Authorised since
- 8 June 2022
- First provided advice
- 1997
- Qualifications
- Bachelor of Business(Property Valuations), RMIT University. (1994); CPA Accountant, Australian Society of CPAs (2001); Diploma of Financial Planning, Financial Planning Association (2001); Certified Financial Planner, Financial Planning Association (2002); Self Managed Superannuation Fund Specialist Adviser, SMSF Association (2013)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy Adams
On the Financial Advisers Register kept by ASIC, Timothy Adams appears as a current financial adviser in Melbourne, Victoria, adviser number 000451139.
The licensee Timothy advises under is Secure Port Pty Ltd (AFS licence 539360). The current authorisation started on 8 June 2022.
According to the register, Timothy first provided financial advice in 1997. Qualifications and training on file include Bachelor of Business(Property Valuations) (RMIT University., 1994), CPA Accountant (Australian Society of CPAs, 2001) and Diploma of Financial Planning (Financial Planning Association, 2001). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Timothy is authorised to advise 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.
Reviews
Nobody has reviewed Timothy Adams here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Timothy Adams a registered financial adviser?
Yes. Timothy Adams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000451139.
Which licensee does Timothy Adams work under?
Secure Port Pty Ltd, Australian financial services licence 539360.
What can Timothy Adams 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.