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Tim Geddes

Eks Financial Solutions

Silver
20 Yrs Experience
South Perth, WA 6151

I joined EKS Financial Solutions in 2008 and now have over twenty years of experience in banking and financial services, specialising in providing my individual, business and corporate clients, with the very best advice around wealth management, advanced investment strategies and SMSF’s.

Having completed a Professional Master’s in Financial Planning at Curtin University in Perth, Western Australia in 2005, I ventured into my own Financial Planning business shortly thereafter with the primary focus of building trusted relationships and servicing the needs of my clients.

In addition to EKS Financial Solutions, I am also a Director of Lexington Financial Services based in Mount Pleasant, Accumulus Wealth Management based in Mount Lawley and Wealth Protect Financial Services based in West Perth WA.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • 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

At a glance

  • Adviser status Silver
  • First year providing advice 2005
  • Years of experience 20
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Eks Financial Solutions

Level 6, 30-34 Charles Street
South Perth, WA 6151

Licensed by

Australian Financial Solutions Group Pty Ltd

AFSL 341401