About Me

Tim has around 30 years experience in providing a broad range of investment and strategy advice. He has worked with clients to make a meaningful difference to their lives and enable them to better look after themselves and their families. Tim largely works in the area of retirement planning advice, both leading up to and then during, his clients' retirement. He can also advise on direct shares and investment portfolio construction, which has been gained from working in major financial institutions and an Accounting firm, and in recent years as a self-employed practitioner. Tim can provide service-fee based advice for clients tailored to their needs and situation.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 31 Years
  • Licensed By
    Licensed By Advice Evolution Pty Ltd
CERTIFIED FINANCIAL PLANNER®