Timothy Webb – Financial Adviser

Adviser identifying number: 1004216
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: WEALTH MARKET PTY LTD
Licence number: 482898
Licensee’s ABN:
Licence controlled by: LOAN MARKET GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 23/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTH MARKET PTY LTD
Authorised Representative identifying number: 000482898
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:

  • Advanced Diploma of Financial Planning – Kaplan Professional Education
  • Diploma of Financial Planning – Kaplan Professional Education
  • Margin Lending and Geared Investments – Kaplan Professional Education
  • Master of Business Administration – University of Technology Sydney
  • Self Managed Superannuation Funds – Kaplan Professional Education

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

Timothy Webb 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
  • 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