Timothy Croke
Financial Adviser
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About
Timothy Croke is an ASIC-registered financial adviser based in Bendigo, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Marketing from La Trobe University (2006) and extensive financial qualifications from Kaplan, including a Diploma and Advanced Diploma of Financial Services (Financial Planning), Timothy possesses a strong foundation of knowledge and expertise. As an active member of the Financial Advice Association of Australia (FAAA) and a Financial Planner AFP (FPA), Timothy adheres to the highest ethical and professional standards in the industry. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management solutions. Timothy can assist with retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to optimize your retirement savings • Comprehensive insurance solutions to protect your assets and loved ones • Strategic wealth management to grow your investments • Retirement planning to ensure a comfortable and secure future • Investment advice tailored to your individual risk profile and financial goals Ready to take control of your financial future? Contact Timothy Croke today for a consultation and personalized advice.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Timothy Croke offer?
Timothy Croke provides comprehensive financial advice covering superannuation, insurance, wealth management, and retirement planning. He also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications and memberships does Timothy Croke hold?
Timothy holds a Bachelor of Marketing, a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan, and additional certifications in Self Managed Superannuation Funds and Margin Lending. He is a member of the Financial Advice Association of Australia (FAAA) and a Financial Planner AFP (FPA).
How does Timothy Croke develop a financial plan for his clients?
Timothy works closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops a personalized financial plan that outlines strategies for achieving their objectives, regularly reviewing and adjusting the plan as needed.
What can I expect during my first meeting with Timothy Croke?
During your initial consultation, Timothy will discuss your financial goals, current situation, and any concerns you may have. This meeting is an opportunity for you to get to know Timothy and understand how he can help you achieve your financial objectives. He will explain his process and answer any questions you may have.
How can Timothy Croke help me with my superannuation?
Timothy can provide expert advice on optimizing your superannuation strategy, including choosing the right fund, making contributions, and planning for retirement income. He can also assist with Self Managed Superannuation Funds (SMSFs).
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