Data sourced from ASIC Financial Advisers Register
Financial Adviser · BOWEN HILLS, QLD

Timothy Paul Barton

BOWEN HILLS, QLD
24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000235863
Currently at
Adrians Private Wealth
Fortitude Valley, QLD (firm address)
View firm profile

About Timothy Paul Barton

Timothy Paul Barton is a financial adviser based in Bowen Hills, Queensland, with 24 years of experience in the financial services industry since 2002. Timothy is currently authorised under Adrians Wealth Management, operating through Adrians Private 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. Timothy is a member of Financial Advice Association of Australia (FAAA), Financial Planning Association (FPA) - Certified Financial Planner and SMSF Association - SMSF Specialist Advisor (SSA).

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

1995
Bachelor of Commerce (Accounting & Finance)
Griffith University
2000
Graduate Diploma of Applied Finance and Investment
FINSIA
2011
Margin Lending & Geared Investments
Kaplan Professional
2014
SMSF Specialist Advisor Designation
SMSF Association
2019
Certified Financial Planner
Financial Planning Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
FASEA Adviser Exam
FASEA

Registration History

Adrians Wealth Management Pty Ltd
Oct 2023 - Present Current
TRAVECTIO ADVISORY PTY LTD
Apr 2020 - Jan 2024 Ceased
Financial Wisdom Limited
Sep 2003 - Apr 2020 Ceased

Source: ASIC Financial Advisers Register