Financial Adviser · RICHMOND, VIC

Timothy Barresi

RICHMOND, VIC

4 Years experience

Tax advice
authorised

ASIC Registered · ADV 001296115

Licensee

The Advice Exchange

South Yarra, VIC (licence address on ASIC register)

View licensee

About Timothy Barresi

Timothy Barresi is a financial adviser based in Richmond, Victoria, with 4 years of experience in the financial services industry since 2022. Timothy is currently authorised under The Advice Exchange. 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 Bachelor of Commerce from La Trobe University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Excludes authority to provide advice on MDA Services, Credit Services and Standard Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2018

Bachelor of Commerce

La Trobe University

2021

Graduate Diploma of Financial Planning

Kaplan Professional

2024

SMSF Specialist Advisor

SMSF Association

Registration History

The Advice Exchange Pty Ltd

Apr 2022 - Present Current

Excludes authority to provide advice on MDA Services, Credit Services and Standard Margin Lending

Source: ASIC Financial Advisers Register