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 Planner™ with the Financial Planning Association of Australia.
Tim has an outstanding breadth of up to date knowledge, and explains in detail in terms everyone should be able to understand
Management and advice in relation to changing personal and fiancial requirements, before and after retirement, has been very professionaly handled on a personal level.
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.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 1998
- Years of experience 25
- Certified Practicing Accountant (CPA)
- Certified Financial Planner (CFP)
Apt Wealth PartnersLevel 28, 31 Market Street
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
Apt Wealth Partners