Data sourced from ASIC Financial Advisers Register
Financial Adviser · OSBORNE PARK, WA

Timothy Wortlehock

OSBORNE PARK, WA
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000293328
Practice
Intuitive Financial Services
Osborne Park, WA (practice address on ASIC register)
Licensed through Intuitive Services
View practice

About Timothy Wortlehock

Timothy Wortlehock is a financial adviser based in Osborne Park, Western Australia, with 21 years of experience in the financial services industry since 2005. Timothy works at Intuitive Financial Services, which is licensed through Intuitive 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 from Financial Planning Association of Australia. Timothy is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and LRS - Life Risk Specialist (FPA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2005
Advanced Diploma Financial Services
Tribeca Learning (Aust) Pty Ltd
2005
Diploma Financial Services
Tribeca Learning (Aust) Pty Ltd
2008
Certified Financial Planner
Financial Planning Association of Australia
2010
Margin Lending & Geared Investments
Kaplan Education Pty Ltd
2015
Certificate IV in Finance & Mortgage Broking
Kaplan Education Pty Ltd
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2024
SMSF Specialist Advisor
SMSF Association
2025
Master of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Intuitive Services Pty Ltd
Oct 2022 - Present Current
Synchron Advice Pty Ltd
Dec 2017 - Oct 2022 Ceased
Hillross Financial Services Limited
Sep 2005 - Dec 2017 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register