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Timothy Andrew Chisholm

Name
Timothy Andrew Chisholm
ID
1001695
ABN
First Provided Advice
2013

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • Bachelor of Commerce (Majors in Commercial Law, Finance & Financial Planning) - Deakin University
  • Certified Financial Planner - Financial Planning Association of Australia (FPA)
  • Ethics for Financial Services - Deakin University
  • Graduate Diploma of Financial Planning - Kaplan Professional
  • SMSF Specialist Advisor - SMSF Association

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Planning Association of Australia (FPA)

Licencee

Status
Current
Licence Holder
Whittle & Skok Financial Services Pty. Ltd. (#232591)
Commenced
March 28, 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
Capstone Financial Planning Pty Ltd (#223135)
Commenced
July 31, 2017
Ceased
March 24, 2022
Status
Ceased
Licence Holder
Octillion Partners Pty Ltd (#289621)
Commenced
May 20, 2013
Ceased
July 27, 2015
Status
Ceased
Licence Holder
Perpetual Superannuation Limited (#225246)
Commenced
May 1, 2011
Ceased
May 1, 2013
Status
Ceased
Licence Holder
Fordham Investment Management Pty Ltd (#237661)
Commenced
Nov. 1, 2008
Ceased
May 1, 2011
Status
Ceased
Licence Holder
Capstone Financial Planning Pty Ltd (#223135)
Commenced
March 9, 2016
Ceased
July 21, 2017
Status
Ceased
Licence Holder
Gwm Adviser Services Limited (#230692)
Commenced
Sept. 4, 2015
Ceased
March 8, 2016