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Timothy Stallman

Financial Adviser

PSK Financial Services Group Pty Ltd trading as PSK Private Wealth PSK Adviso
Brisbane, QLD 4000

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About

Timothy Stallman is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business (Banking & Finance) from QUT (1997) and advanced qualifications from Kaplan Professional, including a Diploma and Advanced Diploma of Financial Services (Financial Planning), Timothy possesses a strong foundation of knowledge and experience. As a Certified Financial Planner (CFP) since 2007, with certification from the Financial Advice Association Australia (FAAA), Timothy adheres to the highest ethical and professional standards. He continually updates his expertise, holding accreditations in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and as an ALPA Accredited Listed Product Adviser. He is a proud member of the FAAA. Timothy is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. He offers tailored strategies to suit your unique circumstances and aspirations. • Superannuation advice to help you build a comfortable retirement • Insurance solutions to protect you and your family from unforeseen events • Wealth management strategies to grow and preserve your assets • Investment advice tailored to your risk profile and goals • Strategic financial planning for long-term security Ready to take control of your financial future? Contact Timothy today for a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Risk management Investment advice Insurance solutions Financial planning

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000234656

Verify on ASIC Register

Authorised Representative Number

000273040

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Timothy Stallman offer?

Timothy Stallman provides advice on a range of financial products including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities and government debt securities.

What qualifications does Timothy Stallman have?

Timothy Stallman holds a Bachelor of Business (Banking & Finance), a Diploma and Advanced Diploma of Financial Services (Financial Planning), and is a Certified Financial Planner (CFP) with the Financial Advice Association Australia (FAAA).

What is the process of working with Timothy Stallman?

The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Timothy will then develop a tailored financial plan and provide ongoing support to help you achieve your objectives.

How can financial advice from Timothy Stallman benefit me?

Financial advice can help you make informed decisions about your money, plan for retirement, protect your assets, and achieve your financial goals. Timothy provides personalised strategies based on your unique circumstances.

Is Timothy Stallman a member of any professional associations?

Yes, Timothy Stallman is a member of the Financial Advice Association Australia (FAAA), demonstrating his commitment to ethical and professional standards.

Get in Touch

Contact Timothy directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.