Our Team

Tim Stallman
Partner, Private Client Adviser

With over 25 years of experience, Tim has extensive knowledge of the financial industry, beginning his career in the funds management sector, where he learned about superannuation and the financial system. While undergoing graduate studies, he became more aligned with assisting individual clients with their long-term financial needs, ultimately becoming a financial planner.

His passion lies in providing his clients with a clear and concise approach to meeting their long-term financial objectives, and is keen to be there with them at every step along their path to financial freedom. He brings a wealth of experience across all aspects of financial planning, with a focus on providing holistic advice to clients with an emphasis on developing tailored superannuation and investment strategies.

In his spare time, Tim focuses on his family, including his wife and two teenage sons. He enjoys watching and playing sports, particularly golf and touch footy, and actively supports his boys through coaching and watching their cricket, football, and other endeavours.

Accreditations
  • Bachelor of Business (Banking & Finance)
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Specialist accreditation Accredited Listed Product Adviser (ALPA)
  • Specialist accreditation in Margin Lending
  • Specialist accreditation in SMSF
  • Certified Financial Planner (CFP)®
Memberships

Financial Advice Association of Australia (FAAA)

Connect

Your adviser is based at our Brisbane office