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Timothy Conde

Financial Adviser

Apt Wealth Partners
Sydney, NSW 2000

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About

Timothy Conde is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong foundation built on a Bachelor of Economics from Macquarie University (1994), Timothy further enhanced his expertise by becoming a Certified Practicing Accountant (CPA Australia) in 1997 and a Certified Financial Planner (CFP) with the Financial Planning Association of Australia in 2002. Timothy's commitment to ongoing professional development is evident in his specialized training in Self Managed Superannuation Funds (SMSF) from Tribecca (2005) and Margin Lending and Geared Investments from Kaplan Professional (2011). As a member of the Financial Advice Association of Australia (FAAA), he adheres to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Timothy can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Timothy can provide tailored advice to suit your unique circumstances. Ready to take control of your financial future? Contact Timothy today to schedule a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment advice SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000436121

Verify on ASIC Register

Authorised Representative Number

000279334

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Timothy Conde offer?

Timothy Conde specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.

What are Timothy Conde's qualifications?

Timothy holds a Bachelor of Economics from Macquarie University, is a Certified Practicing Accountant (CPA Australia), and is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia. He also has specialized training in Self Managed Superannuation Funds and Margin Lending & Geared Investments.

What can I expect during my first consultation with Timothy Conde?

During your initial consultation, Timothy will take the time to understand your financial situation, goals, and risk tolerance. He will then discuss potential strategies and solutions tailored to your specific needs. This is an opportunity for you to ask questions and determine if Timothy is the right financial advisor for you.

How does Timothy Conde stay up-to-date with the latest financial regulations and market trends?

Timothy is a member of the Financial Advice Association of Australia (FAAA) and is committed to ongoing professional development. He regularly attends industry conferences, completes continuing education courses, and stays informed about changes in legislation and market conditions to provide his clients with the most current and relevant advice.

How can Timothy Conde help me plan for my retirement?

Timothy can help you develop a comprehensive retirement plan that considers your income needs, investment strategies, superannuation, and other assets. He will work with you to create a plan that maximizes your retirement savings and provides you with a comfortable and secure future.

Get in Touch

Contact Timothy directly for personalised advice.

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