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I am a financial services professional with strong compliance, research and analytical skills in superannuation and funds management.
I am a Financial Adviser with Parrish & Associates Financial Planning Pty Ltd. We provide best in class financial advice tailored to each client’s individual requirements and will continually stretch and extend ourselves, our knowledge and our service to continually meet our client’s needs.
We aim to develop long term relationships with our clients that are built on trust and respect.
Please do not hesitate to get in touch with us on 02 6622 1174 and ask us what we do and find out how we can assist you to secure your and your families future.
Our fees are based on complexity of advice which is informed by the strategies needed to achieve your goals and the number of entities requiring advice. We approach ongoing advice in the same manner.
I feel most confident in Tim's abilities as a financial advisor. He was assiduous in ascertaining what it was I wanted to achieve and continually checked that I understood all the processes we were embarking on. He explained all issues clearly and thoroughly and kept me informed at each step of the way. I am very happy with the result that Tim has achieved for me.
Timothy provided very knowledgeable and professional advice to me on a range of financial matters including insurance, maximising my super and budgeting. He asked the right questions to quickly gain an understanding of my financial situation and goals, and then came up with a suggested financial plan over the short- and long-term to address my particular financial needs. I would have no hesitation in recommending him.
- Adviser status Bronze
- Number of reviews 2
- First year providing advice 2004
- Years of experience 18
- Graduate Diploma of Financial Planning
Parrish & Associates85 Molesworth St
Lismore, NSW 2480
- 8:00am – 5:00pm Monday – Friday
Interprac Financial Planning Pty Ltd