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.
Financial Planning Services:
- Risk Management