18 Reviews

Tim Velasco

Core Wealth Advisors

Silver

10 Yrs Experience

Woolloongabba, QLD 4102

About Tim
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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.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets
Budgeting

My fees are tailored to reflect the complexity of your financial situation, your specific needs, and the level of advice required. We believe in providing transparent, value-driven pricing that ensures you receive the right guidance for your unique circumstances. During our initial consultation, we’ll discuss your goals and outline a fee structure that aligns with the advice and services we provide.

5.00 May 2025

I had the pleasure of working with Timothy Velasco, a senior financial planner at Freedom Finance Australia in Brisbane, and I am extremely happy with the experience. Timothy was a great listener who really took the time to understand our personal goals and financial needs. He was very cautious and thorough in his approach, which made me feel confident that he provided the best possible plan for our future. His advice was clear, practical, and tailored specifically to our situation. I honestly can't think of any negatives during this experience. It was a smooth and professional process from start to finish, and I would highly recommend Timothy to anyone seeking quality financial planning advice.

5.00 April 2025

Tim is very open and honest with easy to understand language and always willing to take the time to explain if we don’t. Very friendly and lovely to deal with, Tim has been our financial adviser for years now and we couldn’t be happier.

5.00 April 2025

After Tim took over from my previous adviser, for the first few years we met face to face to discuss my financial situation. I found Tim to be very interested in my previous financial situation, and how he could continue to ensure a smooth transition from my previous adviser. As my situation changed over the years, Tim adjusted my insurance / income protection / super to achieve the best outcome for me. I don't how long Tim has been my adviser; but we stop meeting face to face & arranged to discuss any changes over the phone. That is how confident I am in Tim's ability to manage my financial affairs. Keep up the good work Tim.

5.00 April 2025

Tim always had time for me. If he was busy, I'd get a message that he would get back to me and he did. I had complete confidence and trust in him. He explained everything and made it clear for me to understand. Sad to see him leave. But wish him all the best for the future.

5.00 November 2024

My financial adviser Timothy Velasco “I couldn’t be more pleased with the guidance and support I’ve received from Tim. From the very first meeting, it was clear that he genuinely care about my financial well-being and long-term success going into retirement. Tim took the time to thoroughly understand my goals, financial situation, and risk tolerance, ensuring that every recommendation was tailored specifically for me. What sets Tim apart is his proactive approach and attention to detail. Adjusting my strategy accordingly, taking the stress and worry out of retirement making me feel confident even during uncertain times. Tim is always available to answer my phone calls and questions, no matter how small, and he explain everything in a way that’s easy to understand. If you’re looking for a financial adviser I would have no hesitation recommending Timothy Velasco.