Tim Kay Financial Planner Report

Name:
Tim Kay

Rep Number:
000338237

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2014-04-02 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Swinburne University
Advanced Certificate in General Insurance
Swinburne University
Certificate IV in Financial Services
Australian and New Zealand Institute of Insurance and Finance
Certified Insurance Professional
Mentor Education
Chartered Life Practitioner
Integratec
Diploma of Financial Planning

Memberships
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)