Timothy Gray
Financial Adviser
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About
Timothy Gray is an ASIC-registered financial adviser dedicated to helping individuals and families in Thirroul and beyond achieve their financial goals. With a Bachelor of Commerce (Finance & Economics) from the University of Wollongong and a Diploma of Financial Planning from the FPA, Timothy brings a wealth of knowledge and experience to his clients. He further holds a Certificate IV in Finance and Mortgage Broking and has completed advanced studies in ethics and listed product advice. As a Certified Financial Planner (CFP) and a member of the Financial Advice Association of Australia (FAAA), Timothy adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Timothy can assist with: • Superannuation advice, including contribution strategies and fund selection • Insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Retirement planning to secure your financial future • Investment advice tailored to your risk profile and goals. Whether you're planning for retirement, seeking to grow your wealth, or simply need guidance on managing your finances, Timothy is here to help. Contact Timothy today to schedule a consultation and take the first step towards a brighter financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Timothy Gray offer?
Timothy Gray provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, and investment strategies. He can help you with everything from setting up a budget to planning for your retirement.
What are Timothy Gray's qualifications and experience?
Timothy holds a Bachelor of Commerce (Finance & Economics), a Diploma of Financial Planning, a Certificate IV in Finance and Mortgage Broking and has completed advanced studies in ethics and listed product advice. He is also a Certified Financial Planner (CFP) and a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to professionalism and ethical conduct.
How does Timothy Gray approach financial planning?
Timothy takes a client-centered approach to financial planning, focusing on understanding your individual needs and goals. He'll work with you to develop a tailored financial plan that addresses your specific circumstances and helps you achieve your objectives.
What can I expect during my first meeting with Timothy Gray?
During your initial consultation, Timothy will discuss your current financial situation, your goals, and your risk tolerance. He'll explain his services and how he can help you achieve your financial objectives. This is an opportunity for you to ask questions and determine if Timothy is the right financial adviser for you.
Does Timothy Gray work with self-managed super funds (SMSFs)?
Yes, Timothy is able to provide financial advice to SMSF trustees and members. He can help you with all aspects of SMSF management, from setting up your fund to developing an investment strategy.
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