Tim Harvey
Tim has over 30 years experience in the financial planning services industry and has been consistently recognized for his high quality of advice to our clients and sound business principles and practices.
Tim provides advice to clients on a broad range of financial planning matters. He manages our Platinum Retiree Program, which gives particular focus to those clients aged 50 and above, who are approaching or are in the retirement phase. This complex area calls on a great depth of knowledge on matters such as government legislation on superannuation, taxation, Centrelink criteria and general estate planning structures.
Tim also works extensively with self managed super funds with particular emphasis on structure, investments and tax issues.
Tim holds a Diploma of Financial Planning.
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All Adviser of Golden Age Financial Services are Authorised Representatives of Charter Financial Planning. Charter Financial Planning, ABN 35 002 976 294, is an Australia Financial Services Licensee, Licensee Number 234 665. Principal Address: Level 9, 750 Collins Street, Docklands, Vic, 3000. |