Timothy McLaughlan
Financial Adviser in Canberra, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000332436
- Location
- Canberra ACT 2601
- Licensee
- Ep Financial Services Pty Ltd (AFSL 325252)
- Authorised since
- 26 June 2014
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce with Honours, The Australian National University (2007); Graduate Diploma of Applied Finance, Kaplan Higher Education Pty Ltd (2009); SMSF Specialist Advisor (SSA) Accreditation, SMSF Association (2015); Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Self Managed Super Fund Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy McLaughlan
Timothy McLaughlan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Canberra, Australian Capital Territory (adviser number 000332436).
Timothy provides advice as an authorised representative of Ep Financial Services Pty Ltd, which holds Australian financial services licence 325252. That authorisation dates from 26 June 2014.
The register records 2008 as the year Timothy first provided financial advice. The qualifications listed for Timothy include Bachelor of Commerce with Honours (The Australian National University, 2007), Graduate Diploma of Applied Finance (Kaplan Higher Education Pty Ltd, 2009) and SMSF Specialist Advisor (SSA) Accreditation (SMSF Association, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Self Managed Super Fund Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 McLaughlan a registered financial adviser?
Yes. Timothy McLaughlan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000332436.
Which licensee does Timothy McLaughlan work under?
Ep Financial Services Pty Ltd, Australian financial services licence 325252.
What can Timothy McLaughlan 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; standard margin lending.