Tim Cudlipp – Financial Adviser

Adviser identifying number: 1004383
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: CRESTONE WEALTH MANAGEMENT LIMITED
Licence number: 231127
Licensee’s ABN: 50005311937
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016]

The date the Financial Adviser commenced the appointment: 01/03/2012
The date the Financial Adviser ceased the appointment: 30/10/2013
Name of the Authorised Representative:
Authorised Representative identifying number:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

  • Core 1 (RG 146) Securities & Managed Investments – DeakinPrime
  • Professional Diploma in Stockbroking – DeakinPrime
  • Superannuation Accreditation – DeakinPrime

Relevant memberships of professional bodies or industry associations:

Tim Cudlipp is authorised to provide advices on following products: