Tim Tanim

Kaneez Financial Service

Gold
16 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

Please refer to our Financial Services Guide for details on our fees

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Master of Business
  • Language spoken
    • English

Kaneez Financial Service

Suite 130, 77 Gozzard St
Gungahlin, ACT 2912

Opening hours

  • 9:30am – 5:00pm Monday – Friday
  • 10:00am – 2:00pm Saturday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Nest Advisory Hq Pty Ltd

AFSL 519569