Tim holds a Bachelor of Commerce (Finance); a Graduate Diploma of Financial Planning, is a member of the FAAA (Financial Advice Association Australia) and has also successfully completed the Financial Adviser Exam and met the FASEA education standards for financial advisers. He focuses on building strong relationships with his clients and ensures their needs are met by taking a holistic approach to the advice process. This involves understanding exactly what his clients wish to achieve and tailoring advice specific to them.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
We have are a fee-for-service business and offer initial advice as well as provide an advice service for those that require advice on an ongoing basis.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 18
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Bridges Financial Services Pty Ltd
Level 19, 91 King William StAdelaide, SA 5000
Opening hours
- 9:00am – 6:00pm Monday – Friday
Licensed by
Bridges Financial Services Pty Ltd
AFSL 240837