Tim has worked in financial services since 2017 and has experience in superannuation, insurance, retirement funding and investment advice.
Whilst Tim has the aptitude to provide advice in all of the above areas, he specialises in providing pre-retirement advice to individuals and couples aged between 50 to 65 who are looking to ensure they are appropriately positioned to live the life they want in retirement.
He has completed a double degree in Commerce and Applied Finance – Professional Accounting, a Graduate Diploma of Financial Planning. He was recognised as the first Professional Year graduate to also become a Certified Financial Planner (CFP) in June 2023. With his strong attention to detail and focus on delivering excellent outcomes for clients, Tim’s career is progressing quickly.
Following an initial discussion, our first step is 'Discovery' ($550). Discovery is a professional, great value, general advice step.
Tim is the ultimate professional and has a wealth of financial knowledge. He is very swift to communicate when contacted re queries. Tim has assisted my husband and I for many years with our superannuation and retirement goals and I would highly recommend Tim as a Financial Planner.
Tim is very knowledgeable and takes the time to explain some of the complications of financial planning. He has always been a true professional. He has taught me quite a lot and also has great advice.
It has been an absolute pleasure working with Tim to achieve my financial goals. He is very professional and always ready to listen. I would thoroughly recommend Tim to my family and friends.
Passion, integrity, and knowledge are three words I would use to describe Tim Manwaring. Tim acted professionally throughout the process in providing me with expert financial advice to protect my family and assets. I would recommend Tim to anyone requiring financial advice with no hesitation.
It has been a pleasure working with Tim. His support and guidance over the years has been crucial in our journey towards retirement and maximizing our wealth along the way.
- Adviser status Silver
- Number of reviews 6
- Years of experience 3
- Certified Financial Planner (CFP)
Eureka Whittaker MacnaughtAurora Place, Level 10, 88 Phillip St
Sydney, NSW 2000
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Fortnum Private Wealth Ltd