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.
Tim has been my adviser for a number of years. His advise leading to my retirement was extremely helpful. When i did retire he ascertained my requirements moving forward with advise regarding my superannuation and investments and has enabled me to retire with peace of mind on financial decisions.
Tim was very affable. His understanding of our needs and advice gave us confidence in using him as an advisor. He answered all our questions positively. We were very happy that Tim was recommended to us at this time.
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 adviser.
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!
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.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2015
- Years of experience 8
- Graduate Diploma of Financial Planning
Bridges Financial Services Pty LtdLevel 19, 91 King William St
Adelaide, SA 5000
- 9:00am – 6:00pm Monday – Friday
Bridges Financial Services Pty Ltd