Timothy Henry
Financial Adviser
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 Henry is an ASIC-registered financial adviser dedicated to helping clients in Moorabbin, VIC, and across Australia achieve their financial goals. With a solid foundation built upon a Bachelor of Business (Banking and Finance) from Monash University (2001), Timothy has continued to enhance his expertise through a Graduate Certificate in Financial Planning (FINSIA, 2008), a Graduate Diploma of Applied Finance (Kaplan Higher Education, 2009), and specialized training in Self Managed Superannuation Funds (Kaplan Professional, 2010). He is committed to upholding the highest ethical standards, demonstrated by his completion of FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2019), and has recently completed the Accredited Listed Product Adviser Program (Kaplan Professional, 2024). As a proud member of the Financial Advice Association of Australia (FAAA), Timothy provides advice across a comprehensive range of financial products, including superannuation, insurance, and securities. He is authorized to advise on wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance Ready to take control of your financial future? Contact Timothy today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Timothy Henry offer?
Timothy Henry provides comprehensive financial advice, including superannuation, insurance, wealth management, and retirement planning. He is also authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Timothy Henry have?
Timothy holds a Bachelor of Business (Banking and Finance), a Graduate Certificate in Financial Planning, a Graduate Diploma of Applied Finance, and has completed specialized training in Self Managed Superannuation Funds and ethics in financial advice. He has also completed the Accredited Listed Product Adviser Program.
How does the financial planning process work with Timothy Henry?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Timothy will then develop a tailored financial plan to help you achieve your objectives. Regular reviews will be conducted to ensure your plan remains aligned with your evolving needs.
What can I expect from a consultation with Timothy Henry?
During a consultation, you can expect a thorough discussion about your financial circumstances, a clear explanation of potential strategies, and a collaborative approach to developing a plan that suits your individual needs and preferences. Timothy is committed to providing transparent and unbiased advice.
Is Timothy Henry a member of any professional associations?
Yes, Timothy is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding professional standards and ethical conduct in financial 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.