Timothy Jones
Financial Adviser
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About
Timothy Jones is an ASIC-registered financial adviser based in Milton, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation in financial services, Timothy holds a Diploma of Financial Services (Superannuation) from ASFA, a Diploma of Financial Services (Financial Planning) from ThreeSixty, and an Advanced Diploma of Financial Planning and a Graduate Diploma of Financial Planning from Kaplan Higher Education. He also holds specialist accreditations in Self Managed Superannuation Funds, Margin Lending, Geared Investments and ASX Listed Products. Timothy is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you're planning for retirement, seeking to grow your wealth, or require insurance solutions, Timothy can provide expert guidance. Contact Timothy today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Timothy Jones offer?
Timothy Jones provides advice on superannuation, retirement planning, wealth management, insurance, and investments. He can help you with everything from setting up a superannuation fund to creating a comprehensive retirement plan.
What are Timothy Jones's qualifications?
Timothy holds a Diploma of Financial Services (Superannuation), a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, and a Graduate Diploma of Financial Planning. He also has specialist accreditations in Self Managed Superannuation Funds, Margin Lending, Geared Investments and ASX Listed Products.
How does Timothy Jones approach financial planning?
Timothy takes a personalized approach to financial planning, starting with a thorough understanding of your individual circumstances and goals. He then develops a tailored strategy to help you achieve your objectives, providing ongoing support and guidance along the way.
What should I expect during my first meeting with Timothy Jones?
During your first meeting, you can expect to discuss your current financial situation, your goals and objectives, and any concerns you may have. Timothy will explain his approach to financial planning and answer any questions you may have. This initial consultation helps determine how Timothy can best assist you.
Can Timothy Jones help me with my superannuation?
Yes, Timothy specializes in superannuation advice. He can assist with choosing the right superannuation fund, consolidating your superannuation accounts, and developing a retirement income strategy.
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