About Me

Director and Senior AdviserTim is a Certified Financial Planner (CFP) and has been an active Financial Planner since November 2000. Tim has extensive experience in all areas of financial planning which includes:Personal Risk protection, Business Succession and Retirement Planning, Tax Effective Strategies including Gearing and Direct Equity Investing. Tim also has an excellent knowledge of asset structures such as trusts, companies and superannuation including Self Managed Superannuation Funds.