Financial Adviser · THIRROUL, NSW

Timothy Gray

THIRROUL, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000257878

Currently at

Ri Advice Group

Sydney, NSW (firm address)

View firm profile

Timothy Gray is a financial adviser based in Thirroul, New South Wales, with 22 years of experience in the financial services industry since 2004. Timothy is currently authorised under Ri Advice Group. 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 Commerce (Finance & Economics) from University of Wollongong. Timothy is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Commerce (Finance & Economics)

University of Wollongong

2005

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2014

Certificate IV in Finance and Mortgage Broking

Kaplan Professional Education

2020

MAI769 Ethics for Financial Services

Ethics - Deakin University

2021

Accredited Listed Product Adviser Program (ALPA)

Kaplan Professional

Registration History

Ri Advice Group Pty Ltd

Feb 2023 - Present Current

Cube Financial Services Pty Ltd

Dec 2021 - Feb 2023 Ceased

Hillross Financial Services Limited

Jan 2004 - Dec 2021 Ceased

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

Source: ASIC Financial Advisers Register