Timothy Wilkes
About Me
I started in the Financial Services industry in 2001 and have been recognised with several awards throughout my career, acknowledging success with both clients and professional partners.
I hold a Bachelor of Business from the University of Newcastle as well as a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning).
I am a strong believer that Financial Advisers can make a positive difference in people's lives and I make every effort to simplify the entire retirement process. I believe retirement should be enjoyed, not feared, and if I can help people feel in control, rather than overwhelmed, then I have done my job.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 22 Years
-
Licensed By Oreana Financial Services Pty Ltd