Financial Adviser · SYDNEY, NSW

Tim Waterson

SYDNEY, NSW

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 001006847

Currently at

Awm Services

Sydney, NSW (firm address)

View firm profile

Tim Waterson is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry since 2001. Tim is currently authorised under Awm Services. Tim holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tim's qualifications include a Bachelor of Economics from University of Queensland.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are not on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Economics

University of Queensland

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2023

Commercial Law

Kaplan Higher Education Pty Limited

2023

Tax for Financial Advising

Kaplan Higher Education Pty Limited

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Awm Services Pty Ltd

Jan 2025 - Present Current

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

Industry Fund Services Limited

Jan 2011 - May 2016 Ceased

Commonwealth Financial Planning Limited

Oct 2007 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register