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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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 13 Years
  • Licensed By
    Licensed By Integro Holdings (wa) Pty Ltd
CERTIFIED FINANCIAL PLANNER®