Tam Dy

Bayview Wealth Advisory

Silver

8 Yrs Experience

Baulkham Hills, NSW 2153

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I believe good financial advice is about more than just the numbers, it’s about understanding your life, your values, and

what you want to achieve. That’s why I take a caring, people-first approach, combining experience with compassion to

support you through every step of your financial journey. I take the time to really get to know you, your story, your

goals, and what’s important to you, so I can create a plan that truly fits your life. With over 20 years of experience in

financial planning, I’m committed to providing expert advice and building long-term relationships based on trust and

understanding

Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 March 2026

Tam is personable, well‑informed, and genuinely easy to talk to. She offered thoughtful, no‑obligation guidance and provided great advice that helped us feel confident about our financial position

5.00 March 2026

Tam is very reliable, considered and professional, she has her clients best interest at heart.

5.00 March 2026

I have known Tam for at least ten years. First in her capacity as a CFP with her previous employer and now as a CFP in her own firm. I have great faith in Tam's ability, knowledge, and wisdom when it comes to financial planning matters.

5.00 December 2025

The entire process with Tam was thorough, engaging and intimate. She took time to really understand our history, our current situation and our hopes for future.

Tam has sourced new insurances and super accounts for us and facilitated our estate planning.

We now feel confident about our future and ultimately I know I am in incredibly good hands with Tam and trust her implicitly. Highly recommend.

5.00 November 2025

Tam was pivotal in assisting with the setting up of my new Superannuation portfolio and provided sound financial advice in relation to purchasing a new property. I found Tam delightful to deal with, honest with great integrity and very approachable. This experience has taken away an enormous amount of stress I was harbouring in relation to my financial future as a mature single female. I am beyond grateful for Tam's assistance.

Adviser status Silver
Rating 5.00
Number of reviews 7
First year providing advice 2018
Years of experience 8
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English