Tim Wilkes profile photo

Tim Wilkes

Insight Financial Advisers

Gold
24 Yrs Experience
Varsity Lakes, QLD 4227

I am a strong believer that Financial Advisers can make a positive difference in people's lives and I make every effort to simplify the entire retirement process. I feel retirement should not be a scary time and if I can help people feel in control, rather than overwhelmed, then I have done my job. I started in Financial Services in 2001 and have been recognised with several awards throughout my career,  acknowledging success with clients and professional partners.

I hold a Bachelor of Business from the University of Newcastle as well as a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning). I am also a member of the Financial Planning Association. 

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

At a glance

  • Adviser status Gold
  • First year providing advice 2002
  • Years of experience 24
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Insight Financial Advisers

20 Lake Orr Dr
Varsity Lakes, QLD 4227

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234