Timothy William Robb
Financial Adviser in Turner, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000402072
- Location
- Turner ACT 2612
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 4 April 2019
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce (Financial Planning & International Business), University of Wollongong (2010); Core 1 Securities & Managed Investments Accreditation, Stockbrokers Association of Australia (2011); Margin Lending and Geared Investments, Kaplan Professional (2011); Master of Applied Finance, Kaplan Higher Education Pty Ltd (2017); FPC002B, Kaplan Higher Education (2020)
- 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 William Robb
On the Financial Advisers Register kept by ASIC, Timothy William Robb appears as a current financial adviser in Turner, Australian Capital Territory, adviser number 000402072.
The licensee Timothy advises under is Personal Financial Services Ltd (AFS licence 234459). That authorisation dates from 4 April 2019.
The register records 2011 as the year Timothy first provided financial advice. The qualifications listed for Timothy include Bachelor of Commerce (Financial Planning & International Business) (University of Wollongong, 2010), Core 1 Securities & Managed Investments Accreditation (Stockbrokers Association of Australia, 2011) and Margin Lending and Geared Investments (Kaplan Professional, 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.
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Questions people ask
Is Timothy William Robb a registered financial adviser?
Yes. Timothy William Robb is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000402072.
Which licensee does Timothy William Robb work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Timothy William Robb 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.