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.
Please refer to our Financial Services Guide for details on our fees
Tim has given me advice in areas including loan products, self managed super funds and managing debt. Tim was usually able to explain things to me in a clear way. Through Tim's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Tim's full care and attention when I needed it.
Tim was excellent, explained everything in simple words and explain the process step by step what i neex to do. I'm way better off by receiving his advice. Highly recommend
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2008
- Years of experience 15
- Master of Business
Kaneez Financial ServiceSuite 130, 77 Gozzard St
Gungahlin, ACT 2912
- 9:30am – 5:00pm Monday – Friday
- 10:00am – 2:00pm Saturday
- In person
- Video call
Nest Advisory Hq Pty Ltd