Tim Kay – Financial Adviser
Adviser identifying number: 338237
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence number: 234459
Licensee’s ABN: 26098725145
Licence controlled by: AUSTRALIAN UNITY LIMITED
The date the Financial Adviser commenced the appointment: 02/04/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Authorised Representative identifying number: 234459
Authorised Representative’s ABN: 26098725145
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:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation