TIMOTHY RUDD

Licensee: ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD

TIMOTHY RUDD (Adviser# 001000330) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is March 11, 2004.

Adviser Overview

Register Name Financial Advisers
Adviser Name TIMOTHY RUDD
Adviser Number 001000330
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000243268
ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD
Licence ABN 28093569941
Adviser Start Date 2004-03-11
Appointing Representative Name ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD
Appointing Representative Number 000243268
Appointing Representative ABN 28093569941
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • TIMOTHY RUDD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Business Management) Charles Sturt University
Certified Financial Planner FPA
Diploma of Financial Planning Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000243268 ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD 2004-03-11 - ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD

Licensee Information

Licence Name ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD
Licence Number 000243268
Licence ABN 28093569941

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BLAIR CARTER CAMPBELL Adams & Associates Financial Planners Pty Ltd Current 2016-08-05
PHILLIP CLANCY Adams & Associates Financial Planners Pty Ltd Current 2005-09-05

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BLAIR CARTER CAMPBELL Adams & Associates Financial Planners Pty Ltd Current 2016-08-05
PHILLIP CLANCY Adams & Associates Financial Planners Pty Ltd Current 2005-09-05

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.