Timothy Plumridge
Financial Adviser in Mildura, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000803
- Location
- Mildura VIC 3500
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 September 2022
- First provided advice
- 2002
- Qualifications
- Bachelor of Economics, University of Newcastle (2001); Diploma of Financial Planning, Financial Planning Association of Australia (2005); Self Managed Superannuation Funds, Kaplan Professional (2009); Certified Financial Planner (CFP), Financial Planning Association of Australia (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Plumridge
Timothy Plumridge is a financial adviser in Mildura, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001000803.
The licensee Timothy advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 1 September 2022.
The register records 2002 as the year Timothy first provided financial advice. The qualifications listed for Timothy include Bachelor of Economics (University of Newcastle, 2001), Diploma of Financial Planning (Financial Planning Association of Australia, 2005) and Self Managed Superannuation Funds (Kaplan Professional, 2009). Timothy is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Timothy Plumridge a registered financial adviser?
Yes. Timothy Plumridge is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000803.
Which licensee does Timothy Plumridge work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Timothy Plumridge 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.