Tim Sullivan

Tim has more than 25 years’ experience in Financial Services, from managing his own Financial Planning business to various senior leadership roles in banking, financial planning, and funds management.

Tim holds a Bachelor of Economics from the University of Sydney, a Graduate Diploma in Applied Finance, and a Diploma in Financial Planning.  Tim is a Certified Financial Planner (CFP) with the Financial Planning Association.

Tim has a client first attitude and a personal approach to understanding and prioritising the needs of our clients.  Tim is passionate about helping clients to achieve what is most important to them.

Tim has been a Director of Claremont Football Club since 2019 and sits on the Finance Committee for Tennis West.  He is also council member for the WA Chapter of FINSIA.

Services

• Wealth management
• Risk planning
• Succession and estate planning
• Retirement planning
• Philanthropy

Sectors

• Corporate
• Small-business
• Professional sectors
• Pharmaceutical and medico
• High net worth individuals and families

Qualifications

• Bachelor of Economics
• Diploma of Financial Planning
• Graduate Diploma of Applied Finance and Investment
• Certified Financial Planner

Affiliations

• Member, Financial Planning Association (FPA)