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Tim Beattie

Financial Adviser

Morgans
Perth, WA 6000

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About

Timothy Beattie is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Bachelor of Commerce from the University of Western Australia (1992) and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia (1997), Timothy possesses a strong foundation of knowledge and expertise. As a member of the Stockbrokers and Investment Advisers Association (SIAA), Timothy adheres to the highest professional standards and is committed to providing ethical and transparent advice. He is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. Timothy is passionate about empowering his clients to make informed decisions and build a secure financial future. His areas of expertise include: • Superannuation advice • Wealth management strategies • Securities investments • Government debt securities advice Whether you are planning for retirement, seeking to grow your wealth, or require assistance with superannuation, Timothy can provide the expert guidance you need. Contact Timothy today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Securities Government Debt Securities Superannuation strategies Wealth accumulation Securities investments Retirement planning Investment portfolio construction

Client Types

Personal Investors SMSF

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000259630

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Timothy Beattie offer?

Timothy Beattie specialises in providing advice on superannuation, wealth management, securities, and government debt securities. He can help you with retirement planning, investment strategies, and building a secure financial future.

What are Timothy Beattie's qualifications and experience?

Timothy Beattie holds a Bachelor of Commerce from the University of Western Australia and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to professional standards.

How can Timothy Beattie help me with my superannuation?

Timothy can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating your super, and developing a retirement income strategy. He will tailor his advice to your specific needs and goals.

What can I expect during my first meeting with Timothy?

During your initial consultation, Timothy will take the time to understand your financial situation, goals, and risk tolerance. He will then explain how he can help you and develop a personalised financial plan that aligns with your needs.

Is Timothy Beattie obligated to act in my best interests?

As an ASIC-registered financial adviser and a member of SIAA, Timothy is legally and ethically bound to act in your best interests at all times. You can be confident that he will provide impartial and objective advice.

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.