Timothy Donlea
Financial Adviser
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About
Timothy Donlea is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a Diploma of Financial Planning from Deakin University (2001) and certification as a Financial Planner through the Financial Planning Association (2003), Timothy possesses a wealth of knowledge and experience. As a Certified Financial Planner with the FPA, Timothy is committed to upholding the highest ethical and professional standards. He provides expert advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. His authorisations extend to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring he can cater to diverse financial needs. Timothy's services are designed to provide clarity and confidence in your financial decisions. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Timothy Donlea today for a consultation and discover how personalized financial advice can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Timothy Donlea offer?
Timothy Donlea provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Timothy Donlea hold?
Timothy Donlea holds a Diploma of Financial Planning from Deakin University (2001) and is a Certified Financial Planner with the Financial Planning Association (2003).
How can Timothy Donlea help me with retirement planning?
Timothy can assess your current financial situation, project your future needs, and develop a tailored retirement plan that maximizes your savings and ensures a comfortable retirement.
What is the process of working with Timothy Donlea?
The process typically begins with an initial consultation to understand your financial goals and circumstances. From there, Timothy will develop a personalized financial plan, implement the plan, and provide ongoing support and reviews to ensure it remains aligned with your changing needs.
What can I expect from a consultation with Timothy Donlea?
During a consultation with Timothy, you can expect a thorough discussion of your financial situation, goals, and concerns. He will provide clear and unbiased advice, answer your questions, and outline the steps involved in creating a financial plan tailored to your specific needs.
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