Timothy James Farrell
Financial Adviser in Malvern, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007380
- Location
- Malvern VIC 3144
- Licensee
- 72 Financial Pty Ltd (AFSL 286912)
- Authorised since
- 7 November 2018
- First provided advice
- 2015
- Qualifications
- Bachelor of Economics, Monash University (1985); Diploma of Financial Services, Kaplan Professional (2010); Advanced diploma of financial planning, Monarch Institute (2015); Margin Lending, Monarch Institute (2015); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2018); Economic and Legal Context for Financial Planning, Kaplan Professional (2021); Client Engagement Skills, Kaplan Professional (2022); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- 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 James Farrell
On the Financial Advisers Register kept by ASIC, Timothy James Farrell appears as a current financial adviser in Malvern, Victoria, adviser number 001007380.
Advice is given under the Australian financial services licence of 72 Financial Pty Ltd, licence number 286912. That authorisation dates from 7 November 2018.
The register records 2015 as the year Timothy first provided financial advice. The qualifications listed for Timothy include Bachelor of Economics (Monash University, 1985), Diploma of Financial Services (Kaplan Professional, 2010) and Advanced diploma of financial planning (Monarch Institute, 2015).
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 James Farrell a registered financial adviser?
Yes. Timothy James Farrell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007380.
Which licensee does Timothy James Farrell work under?
72 Financial Pty Ltd, Australian financial services licence 286912.
What can Timothy James Farrell 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.