Tim is an experienced Wealth Adviser who enjoys building lasting relationships with his clients and is passionate about leading them to their financial goals. Tim provides specialist advice in a range of areas including: Retirement Planning; Superannuation; Self-managed Superannuation Funds; Insurance; Investment strategies including gearing; exchange-traded funds; and other financial products. Tim holds an Advanced Diploma in Financial Planning from Kaplan Professional.
Why did you choose the Finance Industry?
I chose the finance industry because I have always been a very goals-oriented person. My background of striving for success on the sporting field translates well to the finance industry. My role enables me to help clients set financial goals and I enjoy seeing them achieve their goals.
What has been your career highlight?
My highlight to date is helping clients achieve financial freedom while I have acted as their personal ‘Chief Financial Adviser,’ so they can enjoy the lifestyle they have always wished for.
What is your favourite thing about your job?
Seeing clients achieve their financial goals by following the advice I have provided.
What is your favourite thing outside your job?
My young family and running.
Give us an interesting fact about yourself?
I played for the West Coast Eagles. I am originally from country Victoria, and I have also spent time in Adelaide and country South Australia, but I am now settled in WA with my fiancé and children.
Tim Houlihan (AdvDip. FP)