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Tim Tersteeg

Tim Tersteeg

Financial Adviser

Geelong, VIC 3220

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Timothy Tersteeg is an ASIC-registered financial adviser based in Geelong, VIC, dedicated to helping clients achieve their financial goals through tailored advice and strategic planning. Timothy combines a strong academic background, holding a Bachelor of Engineering (Honours) from Melbourne University (1995), with specialized financial training, including Superannuation (RMIT/SDIA, 2006), Margin Lending & Geared Investments (Kaplan Professional, 2015), and Ethics and Professional Relationships (QUT, 2020). This diverse skill set allows him to provide comprehensive financial guidance across a range of areas. As an authorized financial adviser, Timothy is qualified to provide advice on superannuation, wealth management, securities, and government debt securities. He is committed to providing clear, understandable advice to help clients make informed decisions. Key services include: • Superannuation advice and strategies • Wealth management and investment planning • Securities trading and portfolio management • Government debt securities advice Ready to take control of your financial future? Contact Timothy Tersteeg today to schedule a consultation and discover how personalized financial advice can benefit you.

Specialisations

Areas of Expertise

Securities Government Debt Securities Superannuation strategies Wealth management planning Investment portfolio construction Securities trading Retirement planning

Client Types

Personal Investors SMSF

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000473136

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Timothy Tersteeg offer?

Timothy Tersteeg provides advice on superannuation, wealth management, securities and government debt securities. He can help you create a personalized financial plan to achieve your specific goals.

What qualifications does Timothy Tersteeg have?

Timothy Tersteeg holds a Bachelor of Engineering (Honours) from Melbourne University, and has completed specialised training in superannuation, margin lending & geared investments, and ethics and professional relationships.

What is Timothy Tersteeg's approach to financial planning?

Timothy focuses on understanding your unique circumstances and goals to develop a tailored financial plan. He prioritizes clear communication and ongoing support to help you stay on track.

How can Timothy help me with my superannuation?

Timothy can provide advice on superannuation strategies, including contributions, investment options, and retirement planning, to help you maximize your superannuation benefits.

What should I expect during my first meeting with Timothy Tersteeg?

During your first meeting, Timothy will discuss your financial situation, goals, and risk tolerance. He will then outline how he can help you achieve your objectives and answer any questions you may have.

Get in Touch

Contact Tim 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.