Timothy Renfrey
Financial Adviser
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About
Timothy Renfrey is an ASIC-registered financial adviser based in West Melbourne, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce (Corporate Finance) from the University of Adelaide (2015) and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2023), Timothy possesses a strong foundation in financial principles. He has also completed the Accredited Derivatives Adviser Level 1 Course with Kaplan Professional (2024). Timothy is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, derivatives, Retirement Savings Accounts, and Government Debt Securities. He is committed to providing tailored advice that meets each client's unique circumstances and objectives. Key services Timothy offers include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you are planning for retirement, seeking to grow your wealth, or require insurance to protect your assets, Timothy can provide the expert guidance you need. Contact Timothy today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Timothy Renfrey provide?
Timothy Renfrey provides advice on a wide range of financial products including superannuation, insurance, wealth management, retirement planning, securities, and derivatives.
What qualifications does Timothy Renfrey have?
Timothy holds a Bachelor of Commerce (Corporate Finance), a Graduate Diploma of Financial Planning, and has completed the Accredited Derivatives Adviser Level 1 Course.
How does Timothy Renfrey approach financial planning?
Timothy focuses on understanding your individual needs and goals to create a tailored financial plan that helps you achieve your objectives. He prioritizes clear communication and ongoing support.
What should I expect during my first meeting with Timothy Renfrey?
During your initial consultation, Timothy will discuss your current financial situation, future goals, and risk tolerance. This helps him to develop a suitable financial strategy for you.
Can Timothy Renfrey help me with retirement planning?
Yes, Timothy specialises in retirement planning and can provide advice on superannuation, retirement savings accounts, and strategies to help you achieve a comfortable retirement.
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