Financial Adviser · WEST PERTH, WA

Timothy James Flavell

WEST PERTH, WA

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000326407

Currently at

The Trustee For Vantage Wealth Management Unit Trust

West Perth, WA (firm address)

View firm profile

About Timothy James Flavell

Timothy James Flavell is a financial adviser based in West Perth, Western Australia, with 27 years of experience in the financial services industry since 1999. Timothy is currently authorised under Vwm Financial Services, operating through The Trustee For Vantage Wealth Management Unit Trust. 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 CFP Certification Program from Financial Advice Association Australia. Timothy is a member of Financial Advice Association of Australia (FAAA).

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

1992

Bachelor of Business (Economics and Banking and Finance)

Victoria University of Technology

2000

Advanced Diploma of Financial Planning (1-8)

Deakin University

2002

CFP Certification Program

Financial Advice Association Australia

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Vwm Financial Services Pty Ltd

Sep 2010 - Present Current

Unison Advice Services Ltd

Jun 2008 - Aug 2010 Ceased

Source: ASIC Financial Advisers Register