Tim Bell
I started my career in financial planning in 1991 as a sole practitioner. In 1996 I founded Tim Bell & Associates Pty Ltd, which later became TBA Financial.
I have been a Certified Financial Planner since 1998 and one of my greatest pleasures is helping clients improve their financial position.
Areas of advice I specialise in:
- Superannuation and retirement planning including strategies to maximise Centrelink benefits.
- Risk management including life insurance and income protection.
- Wealth accumulation.
I am a member of the Financial Planning Association of Australia.
GRAEME RISSMAN
I have over 20 years’ experience in the financial services sector and banking in particular.
I have completed a Diploma of Financial Services (Finance / Mortgage Broking Management), a Diploma of Financial Services (Financial Planning), Cert IV Financial Services (Finance / Mortgage Broking) and an Associate Diploma of Property & Valuations .
As an Accredited Mortgage Consultant I can help you find a suitable loan to fit your needs from a range of lenders.
My particular areas of expertise are:
- Advising Clients on Loan Structures & Strategies
- Mortgage finance
- SMSF Borrowing
How to get started
To start making informed financial decisions call our friendly office to arrange a conversation with one of our team.