Tim Hall (Ceased)

Tilea Wealth Financial Services

Platinum
16 Yrs Experience
Greenslopes, QLD 4120
Established in 2006, Tilea Wealth Financial Services is a financial planning firm specialising in the provision of professional strategic advice to help you grow, manage and protect your wealth to ultimately achieve your long-term financial goals and lifestyle objectives. We specialise in assisting those clients who are small business owners and medical professionals (including allied health). We will take the time to understand your individual situation, needs and objectives and then, working alongside you, we will develop a financial plan which will help you achieve those aspirations. Importantly, your financial plan will not be pre-packaged. Every client’s situation is unique and your financial plan will be tailored to ensure you make the best use of your financial resources now and in the future. We are privately owned and have our own AFSL providing the freedom to choose products to support financial planning strategies from a broad range of product providers and importanlty without any institutional interference.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 18
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Tilea Wealth Financial Services

Unit 4, Darin Professional Centre, 633 Logan Rd
Greenslopes, QLD 4120

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.95
18 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"I have worked with Tim Hall for approximately 12 years. At first, I was hesitant to take the advice of any financial planner however over time I have learned how important it is to have good planning. Tim has provided some very good products with a diverse range of options which has saved me considerable cash. Tim is consistently thinking of better ways to assist me to achieve my financial goals and has certainly provided great support. Tim has also provided a number of very flexible insurance products to protect my family and me. The only thing that I could have done better would have been to engage a well-recognized financial planner such as Tim and his team a lot earlier in my life."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim has been my adviser for many years. He provides comprehensive advice in an easy to understand way. When it came time to make a trauma insurance claim, Tim and his team dealt with everything and I didn’t need to speak to or deal with the insurance company once. I received my insurance payout within a number of weeks of meeting with Tim in relation to my claim."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim provides professional advise tailored to our specific requirements and is constantly reviewing our changing situation and revising policies and recommendations to suit. I have found him very thorough and goes through specifics in a way easy to understand so that we can make informed decisions. I have recommended him to numerous friends, family and work colleges and will continue to in the future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tim is a first class advisor with exceptionally high customer service and genuine care for his clients. I have been receiving advice from Tim since 2005 and would not consider going anywhere else. He has always been responsive to my needs and I have no hesitation in recommending him to anyone needing assistance with their financial planning, insurances and more."

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

"Tim and his team have provided excellent advice and support for us in many areas from personal to business. We are very happy with the professional service provided and we would highly recommend Tim and his team to our family and friends."

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

"We have known Tim for a number of years and have built a relationship on trust. Tim has guided us through some difficult times in the past and the advice he has given has helped us achieve our goals for the future. If asked, we would highly recommend Tim to any person who is looking for financial security for the future. Thanks again Tim"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tim has helped me help myself in many way with things normally pushed aside as I have little knowledge and understanding in. He also helped with refinancing several properties which had really helped me move forward and worry less. Planning a will and power of attorney was always put aside - Tim was persistent and now very thankful I took his advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Professional, knowledgeable and efficient staff have made our experience with Tilea Wealth an extremely satisfactory one. Very happy."

  • Government Assistance
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Prior to engaging Tim as our financial adviser my husband and I struggled to understand the complex world that managing finances has become - our attempts to do so were proving unsuccessful. In Tim and his team we have found trustworthy and competent professionals. Their expertise and enduring probity have ensured our financial future is more secure and allowed us to retire early."

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

"The team at Tilea Wealth are extremely friendly, knowledgeable, and are willing to go the extra mile. I am glad that they are a part of our close group of advisers."

  • Insurance Protection
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

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

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

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2005

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
SMSF Strategies Pty Ltd
Completed
2014

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Graduate Certificate in Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Charles Sturt University (CSU)
Completed
2002

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Mortgage and Finance Association of Australia (MFAA)

Membership type
Practitioner Member
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