Tim is a dedicated Financial Planner…with the experienced grey hairs to prove it!
He is married to Monique and is the proud father of two professional daughters, who form the backbone to the business.
After 17 years honing his skills with some of the largest accounting groups in Qld, Tim decided to hang his own shingle so that he could re-focus on family, while better servicing clients, and “Three Chairs Financial Services” was born.
With a focus on Small Business Succession Planning, Strategic Retirement Planning and Superannuation, Tim brings a practical approach to an oftentimes complicated situation.
As a Certified Financial Planner (CFP), accredited SMSF adviser, and having a Bachelor of Business (Accounting) Degree, Tim is well placed to deal with all manner of retirement planning and succession planning advice.
As with many ideas, the business name was developed with friends and family around the dinner table after a few wines. The three “C’s” refer to Clarity, Control and Collaboration.
“I get a real buzz from the look on client’s faces when the “tumblers” all click into place, and the joy as they realise that we can help them meet their goals”.
