Timothy Albert Wakeling – Financial Adviser

Adviser identifying number: 253027
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: STRATEGY FIRST FINANCIAL PLANNERS PTY LTD
Licence number: 308725
Licensee’s ABN: 32121903651
Licence controlled by: GREGORY WILLEY ~ TIMOTHY WAKELING

The date the Financial Adviser commenced the appointment: 06/02/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STRATEGY FIRST FINANCIAL PLANNERS PTY LTD
Authorised Representative identifying number: 308725
Authorised Representative’s ABN: 32121903651

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:

• Certified Financial Planner – Financial Planning Association
• Diploma of Financial Planning – Securities Institute of Australia
• RG 146 in Margin Lending and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australia
• SMSF Association

Timothy Albert Wakeling is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility