Tamim Marial

Findex Advice Services Pty Ltd

Platinum

10 Yrs Experience

Sydney, NSW 2000

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I am a Senior Adviser to a high net worth client base, working on matters such as Building and Protecting Wealth, Use of Appropriate Structures, Tax Advice, Superannuation & SMSF, Cashflow Planning, Asset Protection, Financial Modelling, Retirement Planning, Estate Planning and Aged Care.

I have completed a commerce degree majoring in Economics & Finance, I am a certified Financial Planner and have completed my Aged Care Accreditation throughout Aged Care Steps.

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates

5.00 July 2025

Tamim has been our financial advisor for close to 4 years. We were a little anxious when he took over from our previous advisor but those fears quickly disappeared.

He has proved to be extremely professional as well as friendly and polite. Nothing has been too much trouble. We would have no hesitation in recommending him to

anyone needing advice with investment strategies and financial management.

Barry & Jennifer Moscrop

4.75 July 2025

We have been with Findex 20+ years and Tamim has taken over our portfolios a couple of years ago. We have happy with the service he's providing

5.00 July 2025

I’ve had the pleasure of working with Tamim Marial over the last 4 years.

Tamim possesses an impressive depth of knowledge and a genuine passion for helping clients achieve their financial goals.

He takes time to understand my financial situation - whether it is retirement planning, investment strategies, or tax optimisation. He asked about my objectives and concerns and tailored a strategy that was personalized to those needs.

Tamim communicates financial concepts in a way that’s easy to understand

He is always available to answer any questions and he regularly follows up to ensure everything is on track.

Tamim is proactive and highly responsible.

I highly recommend Tamim to anyone looking for a trustworthy and knowledgeable financial advisor.

4.50 July 2025

Tamim has added so much to our plan for retirement. Until we connected with Tamim we had no concrete plan and were unsure how we could retire. Tamim has provided a number of scenario models giving us confidence. Tamim has also provided great tax & super advice. It is great to have an adviser who is always available to chat if we have any questions or concerns. Where I have given 4 stars only it is more because of our inability at times to fully comprehend. We would highly recommend Tamim. He is guiding us very well.

5.00 July 2025

We have found Tamim helpful with advice. He is reliable with meetings and has been available to assist when we needed assistance. Very happy with Tamim and his advice and support.