Tim Tanim

Kaneez Financial Service

Gold
14 Yrs Experience
Gungahlin, ACT 2912
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Business
  • Language spoken
    • English

Kaneez Financial Service

Suite 130, 77 Gozzard St
Gungahlin, ACT 2912

Opening hours

  • 10:00am – 12:00pm Friday
  • 10:00am – 1:00pm Saturday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Nest Advisory Hq Pty Ltd

AFSL 519569

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

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5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Complex Investments
  • Borrowing
  • Tax Strategies

Qualifications & Training

Bachelor of Commerce (Economics and Finance)

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
2002

Master of Business

Level
9 - Masters Degree
Institution
Victoria University (VU)
Completed
2004

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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