Timothy Monteleone
JBWERE LTD · Perth WA 6000 · Advising since 2014
- 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
- 001005524
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- JBWERE LTD · AFSL 341162Since 1 January 2013
- Principal business address
- Perth WA 6000
- First year providing advice
- 2014
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- Superannuation - Can only advise on a person's existing holding in a superannuation product
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
- Derivatives
- Foreign exchange contracts
- Government debentures, stocks or bonds
- Managed investment schemes, including IDPS
- Securities
- Standard margin lending facilities
- 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.
- CURRENTJan 2013 – presentJBWERE LTD · AFSL 341162
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
Client Engagement Skills
Kaplan Higher Education Pty Limited · 2025 · Bridging Course - Behavioural Finance
Economic and Legal Context for Financial Planning
Kaplan Higher Education Pty Limited · 2024 · Bridging Course - Regulation & Legal Obligations
Ethics and Professionalism in Financial Advice
Kaplan Higher Education Pty Limited · 2020 · Bridging Course - Ethics
Foreign Exchange Accreditation Program
Stockbrokers and Financial Advisers Association · 2018 · Other
Margin Lending Accreditation Program
Stockbrokers and Financial Advisers Association Limited · 2018 · Other
Professional Diploma in Stockbroking
Stockbrokers and Financial Advisers Association Limited · 2018 · Diploma (AQF 5)
Diploma of Financial Planning
Kaplan Professional · 2016 · Diploma (AQF 5)
Accredited Derivatives Adviser Level 1 & Level 2
Kaplan Professional · 2014 · Other
Bachelor of Commerce
The University of Western Australia · 2012 · Bachelor Degree (AQF 7)
Bachelor of Economics
The University of Western Australia · 2012 · Bachelor Degree (AQF 7)
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 Monteleone claims the profile.
Reviews
Not yet reviewed
No client has reviewed Timothy Monteleone on Souffle yet.
Contacting Timothy Monteleone
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
JBWERE LTD · AFSL 341162
- 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
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- PROFILE CLAIMUNCLAIMED
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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.
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