Timothy Paul Barton
Financial Adviser in Bowen Hills, Queensland, Australia
Review Timothy Paul Barton
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000235863
- Location
- Bowen Hills QLD 4006
- Licensee
- Adrians Wealth Management Pty Ltd (AFSL 522841)
- Authorised since
- 4 October 2023
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce (Accounting & Finance), Griffith University (1995); Graduate Diploma of Applied Finance and Investment, FINSIA (2000); Margin Lending & Geared Investments, Kaplan Professional (2011); SMSF Specialist Advisor Designation, SMSF Association (2014); Certified Financial Planner, Financial Planning Association (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); FASEA Adviser Exam, FASEA (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner; SMSF Association - SMSF Specialist Advisor (SSA)
- 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 Paul Barton
Timothy Paul Barton is a financial adviser in Bowen Hills, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000235863.
Timothy provides advice as an authorised representative of Adrians Wealth Management Pty Ltd, which holds Australian financial services licence 522841. The current authorisation started on 4 October 2023.
According to the register, Timothy first provided financial advice in 2002. The qualifications listed for Timothy include Bachelor of Commerce (Accounting & Finance) (Griffith University, 1995), Graduate Diploma of Applied Finance and Investment (FINSIA, 2000) and Margin Lending & Geared Investments (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA), Financial Planning Association (FPA) – Certified Financial Planner and SMSF Association – SMSF Specialist Advisor (SSA).
Timothy is authorised to advise 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.
Reviews
Nobody has reviewed Timothy Paul Barton here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Timothy Paul Barton a registered financial adviser?
Yes. Timothy Paul Barton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235863.
Which licensee does Timothy Paul Barton work under?
Adrians Wealth Management Pty Ltd, Australian financial services licence 522841.
What can Timothy Paul Barton 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.