Tim Johnson

Beyond Bank Australia Wealth Management

Silver
7 Yrs Experience
Adelaide, SA 5000
Tim holds a Bachelor of Commerce (Finance); an Advanced Diploma of Financial Planning, is a member of the Financial Planning Association and has also successfully completed the Financial Adviser Exam and met the FASEA education standards for financial advisers. He focuses on building strong relationships with his clients and ensures their needs are met by taking a holistic approach to the advice process. This involves understanding exactly what his clients wish to achieve and tailoring advice specific to them.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 8
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Beyond Bank Australia Wealth Management

Shop 1069, Westfield Marion, 100 Waymouth St
Adelaide, SA 5000

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Beyond Bank Australia Wealth Management

AFSL 237853

4.80
8 Reviews
5
4
3
2
1
4.70
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"We have found Tim to be very approachable. He is very capable of explaining information to us that is easy to understand. We are very happy with our portfolios performance. He has been very helpful with any questions we have had and any relevant forms we have had to fill out or provide . Very pleasant personality and wish to continue having him as our advisor."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim is a professional, dedicated, and approachable financial adviser! He always takes the time to understand my goals and provide clear and researched financial advice in a range of areas including insurance, income protection, and superannuation. I am always very impressed with his professional approach and especially that he explains the complexities of the financial system in a way that is clear and easy to understand and this supports me to make my future financial decisions. A gold star in the finance industry!"

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

"Tim has been my financial adviser for a number of years now and during that time I have found Tim to be a very engaging person who is always able to simply and clearly explain any advice offered. He is excellent at asking pertinent and probing questions in order to determine my financial needs and future expectations. On this score, I recently discussed with Tim my concerns re current investments within my superannuation account not being aligned to my lifestyle and ethical convictions. Tim took this on board and suggested he investigate a strategy to meet my objectives. This would have been a significant amount of work for him but he was happy to do so and I am delighted with his recommendations."

  • Superannuation
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tim was referred to us by someone mutual It was great to have a fresh pair of eyes on our financial plan - especially as we’re getting closer to retirement Tim was friendly, knowledgeable and available, even after hours. That’s true service I will not hesitate to recommend Tim"

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim’s overall knowledge and strategy was great, provided my wife and I with great options and sound advice for our transition into retirement."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Very happy with Tim's comprehensive advice."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Tim has given us advice in areas including Retirement, Superannuation, applying for Aged Pension. Tim always explains things in a clear way, and answers all questions that we raise, without making us feel like idiots! Through Tim's knowledge and experience, We feel very confident that the advice given was right for our needs (as opposed to advice from previous B B Wealth Mgt Advisors). We usually received Tim's full care and attention when we need it, he is always obliging. We are VERY happy with Tim, and feel our financial position is safe in his hands."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim gave me advise on how to provide protection in case something happened to me or my job and made sure I would be independent and not reliant on anyone lese. Tim gave me various options and together we worked out the best one for me within my budget. He gave me great information to help me make my choice and the difference between the different options. It took quite a while to have the application and Physical completed for the insurer but Tim kept in contact the whole time with updates and explanations. I am confident that the product I have chosen is the best for me. I would recommend Tim to anyone who needs solid unbiased advice."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2018

Tier 1 Margin Lending (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Flinders University
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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