Timothy Jones
Financial Adviser, Team Manager
Timothy Jones – Financial Adviser, Team Manager
“Helping people achieve their best life is the foundation focus of the advice I give to my clients and their beneficiaries. Being able to work with my clients in the fantastic environment of Invest Blue is a dream for me, allowing myself to have the best life.”
Tim has been in the financial services industry for 20 years; his first 10 years were with various industry Super Funds before progressing into financial planning.
In his spare time, Tim loves to spend time with his wife Pamela and Daughter. He loves sport; cricket in particular and has been a member of the ‘Mighty’ Queensland Reds for 20 years.
Areas of specialisation:
- Wealth creation strategies
- Transition to retirement strategies
- Risk management strategies
- DIY and Self Managed Super Funds (SMSF Advice)
Memberships:
- FAICD – Fellow Australian Institute of Company Directors
- AFA – Association of Financial Advisers
Qualifications:
- Graduate Diploma of Financial Planning
- Advanced Diploma of Financial Planning
- Advanced Diploma of Financial Services (SMSF)
- Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Superannuation)
- Most Trusted Adviser 2023
- Accredited Behavioral Finance Professional℠ (ABFP®)
- Chartered Retirement Planning Counselor℠ (CRPC®)
Hear from Tim’s clients:
