Timothy Michael Ward
Financial Adviser in Fortitude Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000339602
- Location
- Fortitude Valley QLD 4006
- Licensee
- The Advice Exchange Pty Ltd (AFSL 278937)
- Authorised since
- 18 February 2013
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce in Financial Planning and Investment, Griffith University (2006); Graduate Diploma of Financial Planning, Finsia (2008); Margin Lending and Geared Investments, Kaplan (2011); Self Managed Superannuation Fund, Financial Education Professionals (2015); Tax for Financial Advising, Kaplan Professional (2017); Ethics & Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy Michael Ward
Timothy Michael Ward is a financial adviser in Fortitude Valley, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000339602.
The licensee Timothy advises under is The Advice Exchange Pty Ltd (AFS licence 278937). The current authorisation started on 18 February 2013.
The register records 2009 as the year Timothy first provided financial advice. The qualifications listed for Timothy include Bachelor of Commerce in Financial Planning and Investment (Griffith University, 2006), Graduate Diploma of Financial Planning (Finsia, 2008) and Margin Lending and Geared Investments (Kaplan, 2011). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
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 Michael Ward a registered financial adviser?
Yes. Timothy Michael Ward is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000339602.
Which licensee does Timothy Michael Ward work under?
The Advice Exchange Pty Ltd, Australian financial services licence 278937.
What can Timothy Michael Ward 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.