Timothy Leonard Bird
Financial Adviser in Bellerive, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250817
- Location
- Bellerive TAS 7018
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 24 May 2021
- First provided advice
- 1987
- Qualifications
- DFP 1-4, Mixed Providers (2003); RG146 Margin Lending, MLC ThreeSixty (2012)
- Memberships
- Certified Financial Planner of the Financial Planning Association of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- Not authorised to provide advice in Self-Managed Super Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy Leonard Bird
Timothy Leonard Bird is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bellerive, Tasmania (adviser number 000250817).
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 24 May 2021.
The register records 1987 as the year Timothy first provided financial advice. The qualifications listed for Timothy include DFP 1-4 (Mixed Providers, 2003) and RG146 Margin Lending (MLC ThreeSixty, 2012). Professional memberships recorded: Certified Financial Planner of the Financial Planning Association of Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice in Self-Managed Super Funds.”
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Questions people ask
Is Timothy Leonard Bird a registered financial adviser?
Yes. Timothy Leonard Bird is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250817.
Which licensee does Timothy Leonard Bird work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Timothy Leonard Bird give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "Not authorised to provide advice in Self-Managed Super Funds."