Financial Adviser
· BRISBANE CITY, QLD
Timothy Michael Bolton
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000454242
Timothy Michael Bolton is a financial adviser based in Brisbane City, Queensland, with 11 years of experience in the financial services industry since 2015. Timothy is currently authorised under Plan 2. Timothy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Timothy's qualifications include a Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma of Financial Planning FNS50611
RG146 Training
2016
Advanced Diploma of Financial Planning
Mentor Education
2019
Graduate Certificate of Financial Planning
Griffith University
2024
Graduate Diploma of Financial Planning
Kaplan
Registration History
A.C.N. 140 520 225 PTY LTD
restricted from giving advice in Self Managed Superannuation Funds
MY ADVISER PTY LTD
Source: ASIC Financial Advisers Register