Timothy Poole Financial Planner Report

Name:
Timothy Poole

Rep Number:
001006493

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2010-01-26 onwards

Licensee
Name:

Number:
000232514

ABN:
54 007 016 195

Controlled By:

Appointed By
Name:
Industry Fund Services Limited

Licence Number:
000232514

ABN:
54 007 016 195

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

Qualifications
University of Queensland
Bachelor of Commence
University of Queensland
Bachelor of Economics
Financial Planning Association
Certified Financial Planner
Institute of Chartered Accountants
Chartered Accountant
Kaplan Professional
Self Managed Superannuation Funds (SMSF)

Memberships
Financial Planning Association of Australia (FPA)
Institute of Chartered Accountants