Financial Adviser
· SYDNEY, NSW
Timothy James Donlea
No disciplinary history on record with ASIC
SYDNEY,
NSW
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235758
About Timothy James Donlea
Timothy James Donlea is a financial adviser based in Sydney, New South Wales, with 36 years of experience in the financial services industry since 1990. Timothy is currently authorised under Financial Planning Advice Australia, operating through Keystone Wealth. 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 from Financial Planning association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma of Financial Planning
Deakin University
2003
Certified Financial Planner
Financial Planning association
Registration History
ARTEMAS WEALTH MANAGEMENT PTY LIMITED
Deposit and Payment Products limited to Basic Deposit products and Deposit products other than basic deposit products
including Basic Deposit products and Deposit products other than basic deposit products
Not authorised to provide personal advice on SMSF
Source: ASIC Financial Advisers Register