Tim Kay – Financial Adviser

Adviser identifying number: 338237
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 15/06/2009
The date the Financial Adviser ceased the appointment: 07/12/2012
Name of the Authorised Representative: TIM KAY
Authorised Representative identifying number: 000338237
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Certificate in General Insurance – Swinburne University
• Certificate IV in Financial Services – Swinburne University
• Certified Insurance Professional – Australian and New Zealand Institute of Insurance and Finance
• Chartered Life Practitioner – Mentor Education
• Diploma of Financial Planning – Integratec

Relevant memberships of professional bodies or industry associations: Australian and New Zealand Institute of Insurance and Finance (ANZIIF)

Tim Kay is authorised to provide advices on following products: