Tim Lee

Abundant Advisory

Platinum
10 Yrs Experience
Sydney, NSW 2000
I enjoy helping my clients understand their personal and business finances and make better decisions with their money.  After spending much of my career at institutional financial planning practices, I co-founded Abundant Advisory, a boutique financial planning business designed solely for the purpose of helping clients achieve their financial and lifestyle aspirations.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 18
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Business (Marketing)
  • Language spoken
    • English

Abundant Advisory

Ground Floor, 201 Kent St
Sydney, NSW 2000

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Axies Pty. Ltd.

AFSL 339384

4.90
18 Reviews
5
4
3
2
1
4.90
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"Tim gave my wife and I advice in a plethora of areas, starting with cash flow, mortgages and superannuation and going all the way to investing our funds in complex instruments in order to achieve our financial goals in the short, medium and long term. We were blown away by the level of detailed planning which was approached in a both holistic and granular manner; no piece of information was left behind, and Tim took all the information we provided and efficiently assembled it in an understandable path we could follow forward. He was also happy to make as many changes as we required to align our goals and make them achievable while giving us as much living comfort as we wanted."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tim has been highly responsive, knowledgeable, thorough and dedicated to helping me and my husband achieve our financial goals. He has also referred us to professionals in other areas like accounting, then made our lives easier by liaising with them directly to ensure alignment and up to date information. We trust that Tim will continue to look after us and are confident recommending him to others."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We are a young couple who recently returned to Australia after living overseas for a few years. We needed some structure and a financial strategy put in place for a number of different assets, short term and long term financial goals. Tim spent a lot of time explaining different scenarios with us and empowered us with the knowledge we needed to feel comfortable to make decisions based on our goals. He is always available to discuss any personal financial questions we have which we really appreciate."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has given me excellent advice in areas including property investment, share investment, superannuation, budgeting. I received Tim's full care and attention."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim is extremely personable, professional, knowledgeable and kind. He really has at heart to help people grow wealth and manage their finances. He won't push any service onto you and will help you reorder your priorities so to draft an action plan that matches your dreams, lifestyle and situation. I highly recommend Tim if you are looking for a good and trustworthy financial adviser."

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim understands my situation and my needs He has helped me to transform those into a strategy."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has given me advice on my Superannuation and Pension Funds. Also with recommending a good Estate Planning Lawyer. Tim’s advice has always been explained clearly and I trust in his knowledge and experience as a Financial Planner. I’m very confident in his advice to suit my financial needs as he is caring and attentive whenever I have needed his help."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I always feel confident when Tim is advising on my personal financial needs. I also feel confident with Tim on my future financial needs. A very professional and experienced financial adviser"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tim has given us advice in areas of superannuation and retirement pension funds. He always explained things to us in a clear way which made it easier to understand. We feel that Tim's knowledge & experience is invaluable and we feel very confident that the advice give was right for our needs. Tim always gives us his full care & attention to our needs when we ask him."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has given advice in areas including retirement, superannuation, pension, and investment. He has always been patient and afforded us the time to fully understand our options and way forward surrounding our financial way forward. With Tims's experience, along with his ablility to explain the complex matters , we feel very confident with the advice provided."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Bachelor of Business (Marketing)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2004

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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