Timothy David Conde
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279334
- Location
- Sydney NSW 2000
- Licensee
- Apt Wealth Partners Pty Ltd (AFSL 436121)
- Authorised since
- 1 June 2013
- First provided advice
- 1998
- Qualifications
- Bachelor of Economics, Macquarie University (1994); Certified Practicing Accountant, CPA Australia (1997); Certified Financial Planner CFP, Financial Planning Association of Australia (2002); Self Managed Superannuation Funds, Tribecca (2005); Margin Lending and Geared Investments, Kaplan Professional (2011)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy David Conde
On the Financial Advisers Register kept by ASIC, Timothy David Conde appears as a current financial adviser in Sydney, New South Wales, adviser number 000279334.
Timothy provides advice as an authorised representative of Apt Wealth Partners Pty Ltd, which holds Australian financial services licence 436121. The current authorisation started on 1 June 2013.
According to the register, Timothy first provided financial advice in 1998. Qualifications and training on file include Bachelor of Economics (Macquarie University, 1994), Certified Practicing Accountant (CPA Australia, 1997) and Certified Financial Planner CFP (Financial Planning Association of Australia, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 David Conde a registered financial adviser?
Yes. Timothy David Conde is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279334.
Which licensee does Timothy David Conde work under?
Apt Wealth Partners Pty Ltd, Australian financial services licence 436121.
What can Timothy David Conde 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.