Tim Velasco

Freedom Finance Australia QLD Wealth

Bronze
9 Yrs Experience
Brisbane City, QLD 4000

My job is to help you ensure that you accomplish your goals and get stuff done!

This all starts with meeting with you, understanding what drives you, what you’re hoping to achieve, what keeps you up at night and formulating a strategy/road map that will get you from A to B and assisting you with what needs to be done to elevate your life. 

Having a Diploma of Financial Planning, Bachelor of Financial Advising, a Masters of Financial Planning and a SMSF Specialist advisor certification under my belt, I have an arsenal of tools and expertise to help you enjoy and bring you closer to living your best life! 

When I’m not doing any of the mentioned above, I’m no stranger in the kitchen as I love to cook, learn and discover new recipes. I’m also an enthusiast and practitioner in the martial arts in particular, Muay Thai and Brazilian Jiu-Jitsu. I’ve also got  a young dog named Neji who thinks play time is all the time.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • 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 Bronze
  • Rating 4.98
  • Number of reviews 13
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Freedom Finance Australia QLD Wealth

Brisbane Club Tower 12, 241 Adelaide St
Brisbane City, QLD 4000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Wealth Trail Pty Ltd

AFSL 521516