Timothy Chalke
Financial Adviser in Gladesville, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274173
- Location
- Gladesville NSW 2111
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 16 July 2007
- First provided advice
- 2000
- Qualifications
- Bachelor of Business (Accounting), Deakin University (1987); Diploma of Financial Planning, Kaplan Education Pty Ltd (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2023)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not Authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy Chalke
Timothy Chalke is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Gladesville, New South Wales (adviser number 000274173).
Advice is given under the Australian financial services licence of Millennium 3 Financial Services Pty Ltd, licence number 244252. The current authorisation started on 16 July 2007.
The register records 2000 as the year Timothy first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (Deakin University, 1987), Diploma of Financial Planning (Kaplan Education Pty Ltd, 2016) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2023).
Timothy is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not Authorised to provide SMSF advice.”
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Questions people ask
Is Timothy Chalke a registered financial adviser?
Yes. Timothy Chalke is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274173.
Which licensee does Timothy Chalke work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Timothy Chalke give advice on?
The register lists these advice areas: superannuation; 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: "Not Authorised to provide SMSF advice."