For the past 30 years Tim has worked in financial services incorporating senior positions in banking, funds management and financial planning groups.
Tim has attained the qualifications of a Diploma of Financial Services and an Advanced Diploma of Financial Services specialising in Financial Planning.
We are a ‘Referral Only’ business.
We gain our referrals from our existing clients and from Accounting and Legal professionals with whom we have an established and trusted association with.
Tim has particular specialist knowledge and experience in the following fields:
Phone : 03 9727 6700
Email : email@example.com