Tim has over 20 years’ experience in the financial planning industry. He has completed a Bachelor of Economics through the University of Newcastle, holds a Diploma in Financial Planning through Deakin University and is an accredited CERTIFIED FINANCIAL PLANNER®. Tim has successfully completed the educational requirements to be a FASEA compliant adviser.
Tim’s focus is helping clients achieve their lifestyle and financial goals. Tim achieves this through tailoring personalised recommendations that allows clients to clearly understand the advice and have confidence the actions taken are in their best interest.
The advice aims to provide peace of mind that the clients needs will be met both now and in the future. Advice and strategy solutions can include areas such as superannuation, retirement pensions, portfolio construction and cash flow management.
Offices: Mildura (main) and Broken Hill
My specialityWealth Management
Office LocationFindex Mildura
Level 1, 86-88 Deakin Avenue
Mildura, VIC 3500
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