Timothy Fredericks
Financial Adviser
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About
Timothy Fredericks is an ASIC-registered financial adviser dedicated to helping individuals and families in Lismore and beyond achieve their financial goals. With a Bachelor of Business from The University of New England (1994) and a Graduate Diploma in Financial Planning from Kaplan Higher Education (2001), Timothy possesses a robust foundation in financial principles. Further qualifications in Tax for Financial Advising, Self Managed Superannuation Funds, and Listed Product Advice, all from Kaplan, ensure he remains at the forefront of industry knowledge, including continued education with Ethics and Professionalism in Financial Advice (2025). Timothy is authorised to provide advice on a comprehensive range of financial products, allowing him to create tailored strategies to suit each client's unique circumstances. His expertise covers superannuation, insurance, wealth management, and retirement planning, ensuring all aspects of your financial life are addressed. Key services include: • Superannuation advice and SMSF strategies • Comprehensive insurance solutions (Investment Life Insurance and Life Risk Insurance) • Wealth management and investment strategies, including securities and government debt securities • Retirement planning and income stream optimisation Ready to take control of your financial future? Contact Timothy Fredericks today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Timothy Fredericks offer?
Timothy Fredericks specialises in superannuation advice, insurance solutions, wealth management strategies, and comprehensive retirement planning. He can help you with everything from setting up an SMSF to creating a tailored investment portfolio.
What are Timothy Fredericks' qualifications?
Timothy holds a Bachelor of Business from The University of New England and a Graduate Diploma in Financial Planning from Kaplan Higher Education. He also has specialist qualifications in Tax for Financial Advising, Self Managed Superannuation Funds and Listed Product Advice, also from Kaplan.
How does Timothy Fredericks approach financial planning?
Timothy takes a client-centered approach, focusing on understanding your individual needs and goals. He'll work with you to develop a personalized financial plan that aligns with your objectives and risk tolerance.
What can I expect during my first consultation with Timothy Fredericks?
During your initial consultation, Timothy will discuss your current financial situation, future goals, and any concerns you may have. This allows him to gain a clear understanding of your needs and determine how he can best assist you.
Does Timothy Fredericks provide advice on insurance?
Yes, Timothy provides advice on both Investment Life Insurance and Life Risk Insurance, ensuring you and your family are protected against unforeseen circumstances.
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