Data sourced from ASIC Financial Advisers Register
Financial Adviser · BRISBANE, QLD

Timothy Stallman

BRISBANE, QLD
27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000273040
Practice
PSK Private Wealth
Sydney, NSW (practice address on ASIC register)
Licensed through PSK Advisory Services
View practice

About Timothy Stallman

Timothy Stallman is a financial adviser based in Brisbane, Queensland, with 27 years of experience in the financial services industry since 1999. Timothy works at PSK Private Wealth, which is licensed through Psk Advisory Services. 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 Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). 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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1997
Bachelor of Business (Banking & Finance)
Queensland University of Technology (QUT)
2004
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2005
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2006
CFP Certification Program
Financial Advice Association Australia (FAAA)
2007
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2011
Margin Lending and Geared Investments
Kaplan Professional
2015
Self Managed Superannuation Funds
Mentor Education
2018
ALPA Accredited Listed Product Adviser
Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Nov 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Sep 2012 - Nov 2023 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Sep 2010 - Sep 2012 Ceased
HORWATH (BRISBANE) FINANCIAL SERVICES PTY LTD
Jan 2004 - Jun 2010 Ceased

Source: ASIC Financial Advisers Register