Timothy Wortlehock
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000293328
- Location
- Osborne Park WA 6017
- Licensee
- Intuitive Services Pty Ltd (AFSL 541944)
- Authorised since
- 20 October 2022
- First provided advice
- 2005
- Qualifications
- Advanced Diploma Financial Services, Tribeca Learning (Aust) Pty Ltd (2005); Diploma Financial Services, Tribeca Learning (Aust) Pty Ltd (2005); Certified Financial Planner, Financial Planning Association of Australia (2008); Margin Lending & Geared Investments, Kaplan Education Pty Ltd (2010); Certificate IV in Finance & Mortgage Broking, Kaplan Education Pty Ltd (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2021); SMSF Specialist Advisor, SMSF Association (2024); Master of Financial Planning, Kaplan Higher Education Pty Ltd (2025)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA); LRS - Life Risk Specialist (FPA)
- 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 Wortlehock
Timothy Wortlehock is a financial adviser in Osborne Park, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000293328.
Advice is given under the Australian financial services licence of Intuitive Services Pty Ltd, licence number 541944. That authorisation dates from 20 October 2022.
According to the register, Timothy first provided financial advice in 2005. Qualifications and training on file include Advanced Diploma Financial Services (Tribeca Learning (Aust) Pty Ltd, 2005), Diploma Financial Services (Tribeca Learning (Aust) Pty Ltd, 2005) and Certified Financial Planner (Financial Planning Association of Australia, 2008). Professional memberships recorded: CFP – Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and LRS – Life Risk Specialist (FPA).
The authorisation covers advice 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 Wortlehock a registered financial adviser?
Yes. Timothy Wortlehock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000293328.
Which licensee does Timothy Wortlehock work under?
Intuitive Services Pty Ltd, Australian financial services licence 541944.
What can Timothy Wortlehock 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.