Timothy Dale Wilkes
Financial Adviser in Varsity Lakes, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000287332
- Location
- Varsity Lakes QLD 4227
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 25 March 2021
- First provided advice
- 2002
- Qualifications
- Bachelor of Business, University of Newcastle (2000); Diploma of Financial Services (Financial Planning), AMP Financial Services (2005); Advanced Diploma of Financial Services (Financial Planning), AMP Financial Services (2006)
- Memberships
- 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, standard margin lending, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy Dale Wilkes
On the Financial Advisers Register kept by ASIC, Timothy Dale Wilkes appears as a current financial adviser in Varsity Lakes, Queensland, adviser number 000287332.
The licensee Timothy advises under is Oreana Financial Services Pty Ltd (AFS licence 482234). The current authorisation started on 25 March 2021.
According to the register, Timothy first provided financial advice in 2002. Qualifications and training on file include Bachelor of Business (University of Newcastle, 2000), Diploma of Financial Services (Financial Planning) (AMP Financial Services, 2005) and Advanced Diploma of Financial Services (Financial Planning) (AMP Financial Services, 2006). Timothy is recorded as a member of 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 11 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 Dale Wilkes a registered financial adviser?
Yes. Timothy Dale Wilkes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000287332.
Which licensee does Timothy Dale Wilkes work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Timothy Dale Wilkes 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; standard margin lending; derivatives; foreign exchange contracts.