Financial Adviser
· MELBOURNE, VIC
Timothy Dawe
No disciplinary history on record with ASIC
MELBOURNE,
VIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000410551
Timothy Dawe is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry since 2011. Timothy is currently authorised under Independent Wealth Services, operating through Independent Wealth Partners. 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 Certified Financial Planner Certification from Financial Planning Association of Australia. Timothy is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
Deakin University
2014
Certified Financial Planner Certification
Financial Planning Association of Australia
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional