Financial Planner Profile

Name: Timothy Velasco

Qualifications: Bachelor of Financial Advising (Finance Law), Diploma of Financial Planning

My responsibility is to provide my clients with financial advice to help them achieve their goals from a lifestyle and financial perspective.

I’m truly passionate about my work and am always eager to connect with both current and prospective clients in need of financial advice. While I enjoy all aspects of my job, I think my favorite stage of the financial advice process is working with my clients to entirely understand their current situation, learning about their goals and aspirations both from a personal and financial perspective and presenting them with appropriate solutions. As we go through that collaborative process, the ideas start to flow and the end result is rather rewarding.

I have a Diploma of Financial Planning from Pinnacle Financial Services Academy and a Bachelor’s degree in Financial Advising from the Western Sydney University, formerly known as the University of Western Sydney.

Documents:

Financial Planning Services:

  • Insurance
  • Risk Management

  

  • Investment