Timothy Allan Moffatt
Financial Adviser in Norwood, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000464243
- Location
- Norwood SA 5067
- Licensee
- Oakleigh Financial Services Pty Ltd (AFSL 501454)
- Authorised since
- 20 November 2017
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce (Corporate Finance), University of Adelaide (2005); Diploma of Financial Services (Financial Planning), Securities Institute (2005); Master of Applied Finance and Investment, Finsia (2007); Accredited Derivatives Adviser Level 2, Kaplan (2009); Foreign Exchange, Kaplan (2013)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy Allan Moffatt
Timothy Allan Moffatt is a financial adviser in Norwood, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000464243.
The licensee Timothy advises under is Oakleigh Financial Services Pty Ltd (AFS licence 501454). That authorisation dates from 20 November 2017.
According to the register, Timothy first provided financial advice in 2005. Qualifications and training on file include Bachelor of Commerce (Corporate Finance) (University of Adelaide, 2005), Diploma of Financial Services (Financial Planning) (Securities Institute, 2005) and Master of Applied Finance and Investment (Finsia, 2007).
Timothy is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Timothy Allan Moffatt a registered financial adviser?
Yes. Timothy Allan Moffatt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000464243.
Which licensee does Timothy Allan Moffatt work under?
Oakleigh Financial Services Pty Ltd, Australian financial services licence 501454.
What can Timothy Allan Moffatt 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; standard margin lending; derivatives; foreign exchange contracts.