Timothy Harris – Financial Adviser

Adviser identifying number: 1000202
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: WATERFALL WAY ASSOCIATES PTY LTD
Licence number: 318105
Licensee’s ABN: 37126311251
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/11/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WATERFALL WAY ASSOCIATES PTY LTD
Authorised Representative identifying number: 318105
Authorised Representative’s ABN: 37126311251

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:

• BA – Sydney University
• Certified Financial Planner – FPA
• Dip FP – FPA
• Master of Accounting – UNE

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Timothy Harris is authorised to provide advices on following products:

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