With over 12 years of experience in financial planning, Tim works with clients to simplify complex financial decisions and build strategies that provide clarity, confidence, and peace of mind. He works closely with retirees and those approaching retirement, as well as professionals and families seeking to grow and protect their wealth. Tim’s goal is to take the stress out of financial planning by developing clear, personalised strategies that align with each client’s goals and values.
Holding a Bachelor of Business (Financial Planning) and a Diploma of Financial Services, Tim brings both technical expertise and a genuine commitment to client success. He measures his achievements by the positive outcomes clients experience — whether creating financial security in retirement, optimising tax strategies, or protecting what matters most.
As a Financial Planner at AGS Financial Group, Tim specialises in investment advice, superannuation and SMSF strategies, retirement planning, personal insurance, estate planning, and tax strategies.
Tim is proud to be part of a team of leading professionals who share a client-first approach and a passion for helping individuals and families achieve lasting financial wellbeing.