Timothy Stallman
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000273040
- Location
- Brisbane QLD 4000
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 13 November 2023
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Banking & Finance), Queensland University of Technology (QUT) (1997); Diploma of Financial Services (Financial Planning), Kaplan Professional (2004); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2005); CFP Certification Program, Financial Advice Association Australia (FAAA) (2006); Certified Financial Planner (CFP), Financial Advice Association Australia (FAAA) (2007); Margin Lending and Geared Investments, Kaplan Professional (2011); Self Managed Superannuation Funds, Mentor Education (2015); ALPA Accredited Listed Product Adviser, Kaplan Professional (2018)
- 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, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy Stallman
Timothy Stallman is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000273040.
Advice is given under the Australian financial services licence of PSK Advisory Services Pty Ltd, licence number 234656. That authorisation dates from 13 November 2023.
The register records 1999 as the year Timothy first provided financial advice. The qualifications listed for Timothy include Bachelor of Business (Banking & Finance) (Queensland University of Technology (QUT), 1997), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2004) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2005). Professional memberships recorded: 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Timothy Stallman a registered financial adviser?
Yes. Timothy Stallman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000273040.
Which licensee does Timothy Stallman work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can Timothy Stallman 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."