Tim Brown

Harvest Wealth Pty Ltd

Gold
10 Yrs Experience
Geelong West, VIC 3218
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Our fee structure is based on the complexity of the initial and ongoing advice provided to our client or clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Commerce (Accounting and Commercial Law)
  • Language spoken
    • English

Harvest Wealth Pty Ltd

Suite 17, 240 Pakington St
Geelong West, VIC 3218

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Tim was exactly the person we needed to assist us in planning for retirement. He listened to what we wanted to achieve from now, into, and through our retirement years and set up a detailed plan that would meet all our needs. Tim was always responsive to any questions, at any time, and we never felt rushed or pushed along. His plan for us was comprehensive and yet easy for us to understand and follow. Tim's enthusiasm and passion in his role as our advisor made meetings with him enjoyable and relaxed, and created an air of excitement about what our financial future could hold. Without Tim and his advice, we would not have been able to plan our retirement so fully or successfully."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Bachelor of Commerce (Accounting and Commercial Law)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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