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: