Timothy Andrew Chisholm – Financial Adviser

Adviser identifying number: 1001695
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: GWM ADVISER SERVICES LIMITED
Licence number: 230692
Licensee’s ABN: 96002071749
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 04/09/2015
The date the Financial Adviser ceased the appointment: 08/03/2016
Name of the Authorised Representative: GWM ADVISER SERVICES LIMITED
Authorised Representative identifying number: 000230692
Authorised Representative’s ABN: 96002071749

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 Commerce – Deakin University
  • Certified Financial Planner – Financial Planning Association of Australia (FPA)
  • Graduate Diploma of Financial Planning – Kaplan Professional
  • SMSF Specialist Advisor – SMSF Association

Relevant memberships of professional bodies or industry associations:

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

Timothy Andrew Chisholm is authorised to provide advices on following products: