Tim Conde

Apt Wealth Partners

Gold
24 Yrs Experience
Geelong, VIC 3220
Tim has over 20 years of experience in the financial services industry. Prior to working with Apt Wealth Partners, Tim has worked with our team at Bridges for 10 years, providing personalised financial planning and investment advice. His extensive experience is supported by a degree in Economics. Tim is a Certified Practising Accountant and Certified Financial Plannerâ„¢ with the Financial Planning Association of Australia.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualifications
    • Certified Practicing Accountant (CPA)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Apt Wealth Partners

Level 1, 24 Moorabool St
Geelong, VIC 3220

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Apt Wealth Partners

AFSL 436121

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Tim has an outstanding breadth of up to date knowledge, and explains in detail in terms everyone should be able to understand"

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Management and advice in relation to changing personal and fiancial requirements, before and after retirement, has been very professionaly handled on a personal level."

  • Government Assistance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim's Company , APT Wealth, was recommended by a trusted friend. Since making enquiries, we have felt great confidence in Tim's trustworthiness and integrity. In addition, we have felt well informed about the planning and implementation of our investments and have a increased confidence in the company. We feel it is solid, reliable and trustworthy. The years we have been with them has borne this out. There are so many aspects of the investment industry that undermine confidence, however Tim has been such a contrast in all aspects of his support and advice. Phone calls, email opportunities, in-person visits, the weekly newsletter updating investors on the week's trends and movements: all have the effect of inspiring confidence and helping us stay informed. The major work in setting up our income stream was extensive. We couldn't be happier with the outcome."

  • Government Assistance
  • Self Managed SuperFunds
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

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

Qualifications & Training

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
1997

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
1994

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Margin Lending and Geared Investments

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

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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