Joe Timp

Key Concept Financial Solutions Pty Ltd

4.80
21 Reviews
Gold
19 Yrs Experience
Tuggerah, NSW 2259

Recent reviews

Key Concept Financial Solutions Pty Ltd

Suite 4, 3-7 Bryant Drive
Tuggerah, NSW 2259

Opening hours

  • 9:00am – 4:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 21
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

The Financiallink Group Pty Ltd

AFSL 240938

4.80
21 Reviews
5
4
3
2
1
4.80
Clear communication
4.75
Knowledge & expertise
4.95
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 21

Sort by

4.50

"I have become a client due to wanting to grow my super to ensure a comfortable retirement. Joe has been most helpful on many occasions with my many questions. He is prompt to make contact as required and is excellent at explaining things on a level which I can understand. Absolute confidence in Joe with his help to achieve my retirement goals. Couldn’t recommend Joe more highly!"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Joe has given me advice regarding superannuation and Joe was usually able to explain things to me in a clear way. Through Joe's knowledge and experience, I feel confident that the advice given was right for my needs and I usually received Joe's full care and attention when I needed it."

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

"Joe was able to explain things to me in a clear way that I could understand through Joe's knowledge and experience i feel very confident that the advice is right for my needs i received Joe's full care and attention i would highly recommend Joe too anybody"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Through Joe's knowledge and experience, I feel very confident that the advice given on insurance and super is right for my needs. I always receive Joe's full care and attention when I need it. Brad 2250"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Joe has been very patience and carefully explained everything to me when I wanted to invest in the company I feel very confident with the advice he gave me. Joe would always answer any questions I have with a good explanation and gave me time to make sure I understood. Joe is very knowledgeable and keeps up with the times. I am very happy with his service."

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

"Joe has given me advice on allocated pensions, superannuation, and investment. He always explains things to me in a clear way, his knowledge and experience makes me confident that his advice is right for my needs. I always receive Joe's full care and attention when needed."

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

"Joe prompted all my concerns and worries of investing such a large amount of my money and in doing so gave me the confidence to go ahead. I found his investment strategies and tax advice was exactly what I was looking for. I have no problems in letting Joe look after my money. leaving me secure in the knowledge that I no longer need to worry about my future finances."

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

"I like the simplified terms Joe uses to explain complex financial legal obligations associated with our enquiries. He always responds quickly to our enquiries and has gone out of his way to meet with us to provide updates and to discuss our goals. Karen."

  • Insurance Protection
  • Self Managed SuperFunds
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joe has been extremely helpful in providing clear advice on superannuation, assisting me to find and select a much better portfolio. Joe is very experienced in his field and has a deep understanding of superannuation and the associated insurances. Joe has been a very effective communicator throughout the process, explaining all the options he presented."

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

"Joe has been my advisor for a number of years. During this time I have found him to be honest and having an expert knowledge of financial markets. Joe has many years experience within the financial sector and I actually feel I am getting value with Joe as my advisor. Joe is readily available to give edvise whenever needed."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

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

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

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2019

Taxation Financial Adviser

Level
0 - Training / Exam / Other
Institution
Tax Practitioners Board
Completed
2015

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member
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