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.
Our personal advice fees start from $3,300 and can increase depending on complexity. Our personal risk insurance advice starts from $440.
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.
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.
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
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.
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.
- Adviser status Gold
- Number of reviews 21
- First year providing advice 2002
- Years of experience 21
- Advanced Diploma of Financial Services (Financial Planning)
Gallagher Benefit Services Pty LtdRoyal Brisbane Place, Suite 14-18, Level 3, 17 Bowen Bridge Road
Herston, QLD 4006
- 8:00am – 5:00pm Tuesday – Friday
- 9:00am – 5:00pm Monday
Gallagher Benefit Services Pty Ltd