Timothy Sullivan CFP®
About Me
Tim Sullivan is a Private Wealth Adviser at Integro Private Wealth. He focuses on providing wealth management solutions to sophisticated clients. Successful individuals and families work with Tim to:- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.- Make smarter decisions in today’s uncertain political, economic and social environment. - Obtain a second opinion about their current situation. Previously, Tim spent 17 years in a range of roles with NAB/MLC. He was previously General Manager for Retail Banking for Western Australia.
Tim has been a board member at the Claremont Football Club for the past 4 years
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 13 Years
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Licensed By Integro Holdings (wa) Pty Ltd