Tim Ford

Beach Wealth Advisers

Gold
19 Yrs Experience
Belmont, VIC 3216

Recent reviews

Beach Wealth Advisers

71 Roslyn Rd
Belmont, VIC 3216

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 9
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Licensed by

Sgn Financial Pty Ltd

AFSL 490523

4.90
9 Reviews
5
4
3
2
1
5.00
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

4.75

"I am confident with having Tim looking after our superannuation funds. He has given us excellent advice over the years and puts it in simple easy to understand language."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tim's advice has always been provided in a concise manner and easily understood. He attends to any enquiry personally and very promptly. His knowledge of matters relevant to our needs is extensive."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has provided excellent advice in a range of circumstances and contingencies, some expected and some unexpected."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tim has consistently given advice specific to our family circumstances, in contrast to previous 'one size fits all' advice from other organizations."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim listens to what we value & what we want to achieve financially. He explains the nuances of the financial world in ways we can understand and supports us to be engaged & empowered when making financial decisions. He always responds to any questions in a timely manner, and is very personable & approachable. His down to earth & pragmatic attitude has really worked for us."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has always taken the time to explain things thoroughly and in plain English. He and his team are very responsive to keeping me updated and I am very happy with how my financial affairs are progressing since starting to work with Tim. He gives me great peace of mind knowing that everything is being looked after."

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

"Tim is a totally trustworthy person, we hav found his advice very sound."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have total faith in Tim. He explains everything clearly and is upfront with what he is doing."

  • Superannuation
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim is professional, knowledgeable, caring, always very approachable and very easy to communicate with. Tim is always going out of his way to optimize his clients financial situation. He instils a sense of trust in his clients which is very reassuring. Tim goes out of his way to assist with any issues that a client may encounter. This makes for a stress free financial management environment."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2001

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
1994

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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