
Name | Timothy Lindsay CFP® |
Company | Roe's Financial Services |
Address | Unit 11 / 780 South Road Glandore, SA 5037 |
Phone | 08 72262119 |
Tim has over 20 years experience in providing a broad range of investment and strategy advice. He has worked with clients to make a meaningful difference to their lives and enable them to better look after themselves and their families. Tim largely works in the area of retirement planning advice, both leading up to and then during, his clients' retirement. He can also advise on direct shares and investment portfolio construction, which has been gained from working in major financial institutions and an Accounting firm, and now as a self-employed practitioner. Tim can provide service-fee based advice for clients tailored to their needs and situation.