Tim Adams

R & T Private Wealth

Gold
25 Yrs Experience
Aspendale, VIC 3195
With over 20 years of experience in managing client investments Tim has a significant amount of experience in all market conditions, including the GFC, Tech Boom and Bust of the early 2000s. Tim specialises in helping families plan for retirement and then assists them to enjoy their retirement years. Tim is highly qualified, with multiple business degrees, specialist industry studies in SMSFs, stock broking, property valuations and accounting. Tim manages his own financial planning practice and advises a small group of high net worth families with an exceptional quality of service and care. Tim finds that long term advice relationships achieve the best results and most clients have been advised by Tim for over a decade.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 5
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

R & T Private Wealth

12 Foam St
Aspendale, VIC 3195

Licensed by

Lonsdale Financial Group Ltd

AFSL 246934

4.80
5 Reviews
5
4
3
2
1
4.25
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Tim has been advising me on financial and investment matters for over 20 years. He has a professional and insightful approach that makes complex matters easy to understand. Tim has helped me on a range of matters, including financial planning, share market investments, insurance, managed funds, superannuation and estate planning. I have found him to be honest, sincere and friendly. When selecting a financial planner, it was important to me that I was able to trust that person and feel comfortable that I was in safe hands. It is Tim who confirms to me every time we meet that he treats his clients with the utmost respect and care."

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

"Tim has provided me with advice over many years from a wide variety of topics and taken into account my circumstances at that stage of my life. This has included my super funds, life and income insurance, inheritance, property assets to name a few. I have full confidence in Tim's sound and considered advice which is enhanced by his experience in many facets of investment. In addtion, his level of professionalism and confidentiality has meant that I can be open to Tim about my situation to fully benefit from Tim's empathic, sound and financially beneficial advice."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"I have known Tim Adams for over two decades - initially as a scuba diving friend but more so as a valued Financial Advisor since I have been married. We often talk openly and candidly about our (my wife and my) Investments, and a strategy for the next undertaking. There is a great deal of volatility at the moment so it so good to have Tim's ideas and opinions on the table. We are constantly updating our strategy with investing and having Tim to talk to and understand his links to the investment system, government rulings, tax implications and general understanding has been imperative to our success as small-time investors. Thank you Tim."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"thanks Tim, i appreciate your thoughtful advice and implementation of our investment plan"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I cannot recommend Tim highly enough. He started as my financial adviser around 20 years ago. During this time he has taught me a lot about investing and growing my portfolio. He has not just advised me and managed my portfolio, but helped me create strategies regarding my life insurance, superannuation, late family members estates and much more. He even has helped me with strategies around my investment properties, not once suggesting selling so he could take on additional funds. Tim takes a very structured approach which is designed to minimise risk while enjoying maximum growth and income . Tim is hardworking, loyal, extremely knowledgeable and a great communicator, always returning my calls promptly, eager to help. Michael Hunt"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ)
Completed
2001

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2013

Bachelor of Business (Property Valuations)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
1994

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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