Tim Sullivan

Wealth Advantage

Gold
11 Yrs Experience
Burswood, WA 6100
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • 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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Applied Finance
  • Language spoken
    • English

Wealth Advantage

106 Burswood Rd
Burswood, WA 6100

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Mont Partners Pty Ltd

AFSL 511061

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
5.00
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5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Managing Debt

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
The University of Sydney (USYD)
Completed
1995

Graduate Diploma of Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
1998

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
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