Timothy Reginald Gerald Avery
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004879
- Location
- Perth WA 6000
- Licensee
- Australia and New Zealand Banking Group Limited (AFSL 234527)
- Authorised since
- 17 February 2009
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2011); Margin Lending & Geared Investments, Kaplan Higher Education Pty Limited (2011); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- 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
- Restriction
- Securities - Class of product advice only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy Reginald Gerald Avery
Timothy Reginald Gerald Avery is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 001004879).
Timothy provides advice as an authorised representative of Australia and New Zealand Banking Group Limited, which holds Australian financial services licence 234527. The current authorisation started on 17 February 2009.
The register records 2008 as the year Timothy first provided financial advice. The qualifications listed for Timothy include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2008), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2011) and Margin Lending & Geared Investments (Kaplan Higher Education Pty Limited, 2011).
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.
A further restriction is recorded on the register: “Securities – Class of product advice only.”
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Questions people ask
Is Timothy Reginald Gerald Avery a registered financial adviser?
Yes. Timothy Reginald Gerald Avery is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004879.
Which licensee does Timothy Reginald Gerald Avery work under?
Australia and New Zealand Banking Group Limited, Australian financial services licence 234527.
What can Timothy Reginald Gerald Avery 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. It also records this restriction: "Securities - Class of product advice only."