Before becoming a financial adviser, Tim spent 15 years in senior management roles across funds management, strategic planning, and insurance, equipping him with deep industry knowledge and insights into market trends.
He specialises in creating tailored strategies to help clients achieve their financial goals; whether planning for a comfortable retirement, saving for a home, funding education, navigating aged care, or understanding Centrelink benefits. His approach strategically maximises every element of a client’s financial position.
With expertise in budgeting, investing, tax planning, insurance, and estate planning, Tim provides a holistic financial planning service designed to give clients peace of mind and reduce financial stress. He is passionate about making a meaningful, positive impact on clients' lives, especially during times of personal or financial crises. He finds it especially rewarding to support clients through personal and financial challenges, ensuring they feel secure about their future.
Outside of work, Tim enjoys time with his family, keeping up with his two children and their many activities. He also plays social tennis, an average game of golf, and is a passionate sports fan.
Master of Financial Planning, Graduate Diploma of Financial Planning, Bachelor of Arts (Sociology), Advanced Diploma of Financial Planning, Diploma of Financial Planning, Specialist accreditation in Aged Care, Specialist accreditation in SMSF, Accredited Behavioural Finance ProfessionalSM (ABFP®), Chartered Retirement Planning Counselor℠ (CRPC®)
Your adviser is based at our Sydney office
