|Name||Timothy Sullivan, CFP®|
|Company||Wealth Advantage Unit Trust|
|Address||106 Burswood Road
Burswood, WA 6100
|Phone||08 9481 8151|
|Mobile||0413 019 688|
Tim Sullivan is a Private Wealth Adviser at Wealth Advantage. He focuses on providing wealth management solutions to sophisticated clients. Together with his partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.
Tim uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customised recommendations designed to address each client’s unique needs and goals beyond simply investments.
Successful individuals and families work with Tim to:
- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
- Make smarter decisions in today’s uncertain political, economic and social environment.
- Obtain a second opinion about their current situation.
Previously, Tim spent 17 years in a range of roles with NAB/MLC. He was previously General Manager for Retail Banking for Western Australia.