Geelong (dfp Advisory)
Unit 4/5 Bridge Street Newtown VIC 3220
Ph: (03) 5245 7731
Email: tim@dfpadvisory.com.au
Tim has over 34 years of experience in the finance industry having spent the first 10 years of his career with the Australian Securities and Investment Commission (ASIC).
He has worked in financial planning since 2001, becoming an Adviser in 2003 and is a Fellow Chartered Financial Practitioner (FChFP) member of the Financial Advice Association Australia (FAAA).
Tim and the dfp team specialise in helping their clients maintain their lifestyle leading up to and throughout retirement. This includes providing advice and support to help their clients make the best choices for now and in the future, including any move into retirement village / aged care accommodation.
Jess has been in the industry since 2009 and has been advising clients since 2013. She holds a Bachelor of Commerce, majoring in Accounting, Finance and Financial Planning and is also a Certified Financial Planner.
Jess specialises in personal insurance. Having a young family herself, she is passionate about ensuring clients have insurance coverage in place to provide protection to them and their loved ones should something happen.
Jess also focusses on superannuation and investment. She brings to this a passion for helping her clients set and achieve goals, something she has done in her own athletics career, having represented Australia at the Glasgow Commonwealth Games and the World Athletics Championships in Beijing.
Outside of work, Jess loves being a mum, staying active and traveling with her family.