I have been a Financial Adviser since 2012 and enjoy building ongoing relationships with clients to help them
work towards their objectives and goals. The reason I became a Financial Planner was to help clients in a
similar position to my own family members live a fantastic life.
I am a qualified Financial Planner holding a Bachelor of Commerce where I majored in Accounting, Finance
and Financial Planning. I am also a member of the Financial Planning Association of Australia.
Our fee structure is based on the complexity of the initial and ongoing advice provided to our client or clients.
I was very nervous before my first appointment with Tim. I had an unpleasant experience with a previous financial adviser hence the apprehension. Tim put me at ease straight away, ensuring me that I was not wasting his time. Tim was of great assistance with my pension application, advice and strategies with my superannuation and gave meaningful and helpful answers to my many questions. I would not hesitate to recommend Tim to provide excellent advice and service to anyone who asks.
Tim's communication is clear and concise with attention focused on client. He is always professional in his behaviour and a very nice person to deal with. We were comfortable with Tim from 'day one'. He reminds us of an excellent 'teacher', someone who is a good listener, willing to explain details carefully and always ready for questions before the meeting is over. We feel that Tim really enjoys his work and therefore provides such an excellent service. We never walked out with any doubt or confusion. It's our pleasure to be Tim's clients.
Timothy is a champ he has supported me through a difficult time with my finances. He is very knowledgeable in many aspects of finance and what impressed me was he was on top of the rules and criteria with Centrelink. He’s a massive help for us oldies because his willingness to assist us is exactly the person you need when you get old. Timothy does all this with a smile on his face and a smile in the tone of his voice. Thanks Timothy you’re a huge asset to your company. We need more people in this world like you!
Tim is amazing and trust worthy. Very caring and hardworking.
What a wonderful young man! Tim was recommended to us as we were heading into retirement life. Tim is extremely knowledgeable, honest and patient, he explains things clearly to us, we are not to great with technology!! We are eternally grateful to Tim for all the valuable assistance he has provided for us as we navigate our golden years.
- Adviser status Platinum
- Number of reviews 22
- First year providing advice 2012
- Years of experience 11
- Bachelor of Commerce (Accounting and Commercial Law)
Harvest Wealth Pty LtdSuite 17, 240 Pakington St
Geelong West, VIC 3218
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Fortnum Private Wealth Ltd