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