Timothy Adams – Financial Adviser
Adviser identifying number: 451139
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997
Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 06/01/2014
The date the Financial Adviser ceased the appointment: 01/04/2015
Name of the Authorised Representative: TCA PRIVATE WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000450509
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:
- Bachelor of Business(Property Valuations) – RMIT University.
- CPA Accountant – Australian Society of CPAs
- Certified Financial Planner – Financial Planning Association
- Diploma of Financial Planning – Financial Planning Association
- Self Managed Superannuation Fund Specialist Adviser – SMSF Association
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
- SMSF Association
Timothy Adams is authorised to provide advices on following products: