Tim Perrin

Gallagher Benefit Services Pty Ltd

Gold
20 Yrs Experience
Herston, QLD 4006
Tim is a Partner and Senior Financial Adviser at Complete Financial Balance. I have worked in the financial services industry since 2002 to help clients reach their financial and lifestyle goals, while protecting their families and assets. I am passionate about working hands-on with clients to improve their financial security and grow their wealth within their personal and business structures.

Expertise

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

My fees

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

Our personal advice fees start from $3,300 and can increase depending on complexity. Our personal risk insurance advice starts from $440.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 21
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Gallagher Benefit Services Pty Ltd

Royal Brisbane Place, Suite 14-18, Level 3, 17 Bowen Bridge Road
Herston, QLD 4006

Opening hours

  • 8:00am – 5:00pm Tuesday – Friday
  • 9:00am – 5:00pm Monday

Licensed by

Gallagher Benefit Services Pty Ltd

AFSL 488001

4.85
21 Reviews
5
4
3
2
1
4.75
Clear communication
4.85
Knowledge & expertise
4.90
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 21

Sort by

5.00

"Tim has managed my wife and my personal and SMSF insurances for many years now. Tim has also assisted with strategies which have helped improve taxation positions. We have considered Tim's advice to us invaluable over the years. Tim is proactive, clear and precise with his communication which has provided us with confidence and clarity in our financial position."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Tim has given me help and advice in rolling over my self managed super fund. He was usually able to explain to me clearly the process involved. My situation was a little complex but I am confident that his knowledge and experience has enabled him to give me the advice I needed. He has been very patient explaining everything to me."

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

"Tim is an exceptional adviser I have known him for many years and am that confident in his ability as an adviser been with him over 15 years Tim is an expert in handling all my insurance needs My trust in Tim is that high I have instructed my wife as well as daughter to contact him immediately if I should meet with an untimely death knowing full well he will attend to their needs Yes Tim is rare breed of adviser and anyone who has him as an adviser is lucky"

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

"Tim is a professional advisor who is flexible with meeting us who work nonstandard hours and demonstrates a high degree of expertise and knowledge in the product that he recommends. The advise that he provides take into account our life stage and occupation specific factors and it is reassuring that he proceeds only after our all our questions have been addressed."

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

"Tims help on all matters was first class he came out to our house multiple times and was always polite and professional. Everything was explained clearly and nothing was left unanswered."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tim is easy to deal with."

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

"Tim's expertise, professionalism, service and care is exceptional. His help when our business needed to make a recent insurance claim was invaluable. The onerous tasks associated with insurance policies are made so much easier with Tim's help. His friendly manner and concern is greatly appreciated."

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

"Tim is professional and extremely personable to deal with. I would have no hesitation in recommending him to others."

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

"Tim has looked after my interests for over a decade now, and I have referred many friends and family to Tim also, because of his outstanding service and integrity."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always very professional and is very aware of any new products or changes happening around super and personal insurance"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • 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
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Self Managed Superannuation Funds (SMSF)

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

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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