Financial Adviser · KIRRAWEE, NSW

Timothy D'astoli

KIRRAWEE, NSW

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 001006325

Currently at

Fortnum Private Wealth

Sydney, NSW (firm address)

View firm profile

Timothy D'astoli is a financial adviser based in Kirrawee, New South Wales, with 16 years of experience in the financial services industry since 2010. Timothy is currently authorised under Fortnum Private Wealth. 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 Bachelor of Business from University of Technology, Sydney. Timothy is a member of CFP - Certified Financial Planner (FAAA), Financial Advice Association of Australia (FAAA) and SMSF Association.

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

2005

Bachelor of Business

University of Technology, Sydney

2005

Diploma of Financial Services (Financial Planning)

Tribeca

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2015

Cavendish & ICFS Specialist SMSF Course

The University of Adelaide

2017

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Fortnum Private Wealth Ltd

Apr 2025 - Present Current

Fortnum Advice Pty Ltd

Apr 2025 - Present Current

Ri Advice Group Pty Ltd

May 2021 - Mar 2025 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

Sep 2017 - May 2021 Ceased

Government Debentures, Stocks or Bonds: Class of product only

Psk Advisory Services Pty Ltd

Apr 2010 - Aug 2017 Ceased

One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register