Timothy Adams
THE TRUSTEE FOR SECURE PORT FINANCIAL UNIT TRUST · Melbourne VIC 3000 · Advising since 1997
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000451139
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SECURE PORT PTY LTD · AFSL 539360Through authorised representative THE TRUSTEE FOR SECURE PORT FINANCIAL UNIT TRUST (no. 001297188)Since 8 June 2022
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 1997
- Can provide tax (financial) advice
- Yes
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJun 2022 – presentSECURE PORT PTY LTD · AFSL 539360Through authorised representative THE TRUSTEE FOR SECURE PORT FINANCIAL UNIT TRUST (no. 001297188)
- CEASEDApr 2015 – Jun 2022LONSDALE FINANCIAL GROUP PTY LTD · AFSL 246934
- CEASEDJan 2014 – Apr 2015LONSDALE FINANCIAL GROUP PTY LTD · AFSL 246934Through authorised representative TCA PRIVATE WEALTH MANAGEMENT PTY LTD (no. 000450509)
- CEASEDNov 1997 – Dec 2013ORD MINNETT FINANCIAL PLANNING PTY LIMITED · AFSL 237122
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Self Managed Superannuation Fund Specialist Adviser
SMSF Association · 2013
Certified Financial Planner
Financial Planning Association · 2002
CPA Accountant
Australian Society of CPAs · 2001
Diploma of Financial Planning
Financial Planning Association · 2001
Bachelor of Business(Property Valuations)
RMIT University. · 1994
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Timothy Adams claims the profile.
Reviews
Not yet reviewed
No client has reviewed Timothy Adams on Souffle yet.
Contacting Timothy Adams
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
THE TRUSTEE FOR SECURE PORT FINANCIAL UNIT TRUST
Authorised by SECURE PORT PTY LTD · AFSL 539360
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Timothy Adams claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.