About Me

Timothy provides tailored, holistic and strategic solutions to reach his clients lifestyle and retirement goals. This is developed through building deep relationships and empowering clients to make superior wealth management decisions for enduring financial advantage. As well as having over 10 years of experience within Financial Advice, Timothy is a Certified Financial Planner (CFP®), a SMSF Specialist Advisor® and holds a Bachelor of Business from the University of Technology, Sydney.Particular professional interests include the behavioural aspects of finance, investment portfolio construction and inter-generational wealth transfer. Outside of finance, Timothy has passions in both cricket and AFL.