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- Timothy Adams
Timothy Adams
- Name
- Timothy Adams
- ID
- 451139
- ABN
- –
- First Provided Advice
- 1997
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1994 - Bachelor of Business(Property Valuations) - - RMIT University.
- 2001 - CPA Accountant - - Australian Society of CPAs
- 2001 - Diploma of Financial Planning - - Financial Planning Association
- 2002 - Certified Financial Planner - - Financial Planning Association
- 2013 - Self Managed Superannuation Fund Specialist Adviser - - SMSF Association
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- CPA Australia (CPA)
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Lonsdale Financial Group Pty Ltd (#246934)
- Commenced
- April 2, 2015
- Ceased
- June 7, 2022
- Status
- Current
- Licence Holder
- Secure Port Pty ltd (#539360)
- Commenced
- June 8, 2022
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Lonsdale Financial Group Pty Ltd (#246934)
- Commenced
- Jan. 6, 2014
- Ceased
- April 1, 2015
- Status
- Ceased
- Licence Holder
- Ord Minnett Financial Planning Pty Limited (#237122)
- Commenced
- Nov. 1, 1997
- Ceased
- Dec. 1, 2013