Tim Sullivan is a founder of Wealth Advantage. He is a Certified Financial Planner with over 25 years’ experience in the Financial Sector. He holds a Bachelor of Economics from the University of Sydney, a Graduate Diploma in Applied Finance and a Diploma in Financial Planning. He was also recently recognised as a Fellow of FINSIA.
Tim focuses on providing wealth management solutions to his clients. He uses a consultative process to gain a detailed understanding of his clients’ values and goals. He then provides recommendations designed to address each client’s unique needs and goals beyond simply investments.
Successful individuals and families work with Tim to:
- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
- Make smarter decisions in today’s ever-changing economic climate.
- Would like confidence in their financial future.
- Obtain a second opinion about their current situation.
Tim’s specialities include tax effective wealth management strategies, debt management and elimination, pre and post retirement planning, self-managed super funds, estate planning, personal insurance, and aged care.
In 2010, I took some time away from financial services to travel extensively to support my wife Alicia Molik as she made a return to professional tennis. This experience allowed me to obtain a deeper understanding of professional sport and what is required to succeed at an elite level.
Outside of work, Tim is married to Alicia and together they are busy with their two young children. He is also a board member at the Claremont Football Club since 2019.
Tim is an experienced financial planner who I have had no hesitation in recommending to my family and friends. His professionalism is first class and he has coached us towards our financial goals with a plan and certainty that we will be ok.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2011
- Years of experience 12
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance
Integro Private WealthTower 2, Level 9, 5 Spring St
Perth, WA 6000
- 9:00am – 5:00pm Monday – Friday
Integro Holdings (Wa) Pty Ltd