Financial Adviser
· FORTITUDE VALLEY, QLD
Timothy James Swainston
No disciplinary history on record with ASIC
FORTITUDE VALLEY,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267130
About Timothy James Swainston
Timothy James Swainston is a financial adviser based in Fortitude Valley, Queensland, with 8 years of experience in the financial services industry since 2018. Timothy is currently authorised under Ep Financial Services. Timothy holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Timothy's qualifications include a Bachelor Business Commerce (Applied Finance) from Western Sydney University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: MDA Services (Advice and Arrange only)
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor Business Commerce (Applied Finance)
Western Sydney University
2018
Diploma Financial Planning FNS50615
Monarch Institute
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
MDA Services (Advice and Arrange only)
AAN WEALTH MANAGEMENT PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register