Tim Bolton profile photo

Tim Bolton

Life Assets

Bronze
10 Yrs Experience
Brisbane City, QLD 4000

I have worked in the financial services industry since 2012. In 2018 I changed from working behind the scenes as a paraplanner, to providing advice to clients. This foundation has provided me with technical expertise that enables me to develop appropriate strategies including those involving property, superannuation, direct investments, insurance and Self Managed Superannuation Funds.

I have a clear focus on assisting his clients to develop sound strategies and use appropriate asset selection to realise their goals.

When I am not working, I enjoy spending time with my two daughters and wife.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Budgeting

At a glance

  • Adviser status Bronze
  • First year providing advice 2015
  • Years of experience 10
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Life Assets

Level 19, 344 Queen St
Brisbane City, QLD 4000
1, 270 Robinson Rd E
Geebung, QLD 4034

Licensed by

Life Assets

AFSL 237874