Tim is a qualified financial planner and Mortgage Broker. He has been working in Financial Services industry since 2006. Tim has developed extensive knowledge across a broad range of financial strategies. This experience means Tim can assist clients at all stages of their life to achieve their financial and risk protection goals.
With a focus on providing tailored financial solutions, Tim’s focus is on sound strategy development and regular reviews to grow, manage and protect clients’ wealth; and help them achieve their goals. Tim can also help clients who want to buy their first home or build portfolio of investment properties; and debt management strategies.
Tim takes a holistic approach for any situation. He can help clients manage their Superannuation, Investment portfolio, Personal Risk Protection, Debt Management, SMSF including borrowing in SMSF, Margin lending including Gearing, Debt management. Moreover, he can develop strategies to maximise client’s Aged care and CentreLink benefits.
Tim has extensive knowledge of personal insurance, superannuation, Investment and Mortgage products. He uses his knowledge and experience aimed at refining clients’ situation to maximise benefits for the future and minimize the burden of costs.
Expertise
My fees
Please refer to our Financial Services Guide for details on our fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 2
- First year providing advice 2008
- Years of experience 17
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Highest qualification
- Master of Business
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Language spoken
- English
Kaneez Financial Service
Suite 130, 77 Gozzard StGungahlin, ACT 2912
Opening hours
- 9:30am – 5:00pm Monday – Friday
- 10:00am – 2:00pm Saturday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Nest Advisory Hq Pty Ltd
AFSL 519569