Tim Luxton

Financial Framework

Platinum
20 Yrs Experience
Mount Hawthorn, WA 6016

Recent reviews

Financial Framework

Level 1, 84 Matlock Street
Mount Hawthorn, WA 6016

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 20
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
20 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 20

Sort by

5.00

"I have had Tim as my financial adviser for more than 17 years, he has been always available and has made everything easy to understand. He is extremely professional and knowledgeable, friendly and always happy to help with any enquiries that I have had over the years. I would recommend Tim and his team for all financial dealings."

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

"My wife and I have been with Tim for a very long time now and as we have matured in age, it has been necessary to glean from his experience in the ever-changing dynamics of financial matters. He has always been prompt to respond to our enquiries concisely, in both sound advice and encouragement. His polite and friendly demeanour as well as that of his staff, continues to maintain the confidence in our future."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has provided advice to me across a broad range of areas, but mainly regarding retirement generally and superannuation specifically. He has always been able to assist me in identifying the appropriate strategies for my risk profile. Tim has been able to clearly explain things to me. I feel very confident that the advice he has given me was right for my needs. I have received Tim's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim was introduced to me when I worked in Vietnam and on my return to Australia I commissioned him to set up an SMSF. Over the last six years I have frequently consulted Tim for advice on a range of issues. He is very accessible and always personable. There is no salesmanship about him; what you see is what you get. Moreover, he is good at understanding what you want and providing the necessary infomation and advice. if I do not understand what he is saying he breaks it down and provides a patient explanation. Finally, the advice he has given has been cnosistently reliable and enables me to act wtih confidence in a sphere where I lack the expertise and confidence to make sound judgements alone."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has given us advice in areas including maximising cash flow whilst still being properly insured for all risks associated with our life stage. He has helped us determine a good superannuation strategy. Tim always presented choice and outcomes in a structured and easy to understand way. Through Tim's knowledge and experience, we feel very confident that the advice given was right for our needs."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are so grateful that a friend recommended we see Tim to assist with sorting our finances and understanding our options while looking towards retirement. He is always very positive, interested in us as individuals so he can understand our needs and priorities. There is never any 'hard sell', only good ideas and strategies."

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

"Tim is always Honest and helpful, and has been of great assistance in advising us."

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

"Very happy with the service and ongoing support I have received from Tim and his team, very responsive and helpful. In relation to setting up a SMSF, I have been very happy with the flexibility to choose (or not choose) the level of involvement in the process and financial decision making, I would recommend his services to anyone."

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

"I rely totally on Tim's excellent advice and expertise in all my investments and financial dealings. He has been especially helpful in making plans for my retirement. I have confidently referred other people to him. I find Tim and his staff extremely efficient and friendly."

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

"Tim is always very helpful and has good contacts into the industry providers being able to support his clients needs."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 20

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Archer College
Completed
2005

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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