Tim O'Loughlin
LDB Wealth Solutions Pty Ltd
Tim is a Certified Financial Planner (CFP®) that provides holistic financial advice with a focus on developing and maintaining long term relationships with clients.
Personal financial advice typically covers: Insurance & Protection Advice, Strategic Investment & Portfolio Advice, Budgeting & Cash flow Management, Superannuation Strategies, Asset Protection, Retirement & Estate Planning.
Expertise
My fees
The fees for our services are as follows: Initial Appointment - Free of Charge. Plan Preparation Fee - The plan preparation fee varies depending upon the scope and complexity of the advice. The cost of most advice documents we prepare generally falls within the range of $1,500 to $8,000 + GST. Ongoing Review Service - The fee for this service varies and is dependent on the level of support you require and the complexity of your personal situation. We are happy to discuss this aspect of our service with you during the advice process.
At a glance
-
Adviser status
Gold
- First year providing advice 2010
- Years of experience 14
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
LDB Wealth Solutions Pty Ltd
1-3 Albert StBlackburn, VIC 3130
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
LDB Wealth Solutions Pty Ltd
AFSL 437164
