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Adviser Profile

Timothy Sullivan

Wealth Advantage

Tim has been in the financial services industry for over 20 years and has held a number of senior leadership roles in banking, financial planning and funds management. Prior to establishing Wealth Advantage, he was the State General Manager for NAB Retail in WA. As founder and principal adviser of Wealth Advantage, he is passionate about helping clients to achieve what is most important to them. He takes a genuine interest in what his clients are seeking to achieve, giving them confidence in their financial future.

Specialties

  • Superannuation
  • Retirement Planning
  • Self-Managed Super Funds
  • Non-super Investments
  • Wealth Creation
  • Direct Equities
  • Aged Care Advice
  • Centrelink Advice
  • Personal Insurance
  • Business Insurance
  • Debt Management
  • Estate Planning

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

1 Alvan Street, Subiaco, Perth WA 6008

Office hours

Monday to Friday: 9am - 5pm.



Timothy Sullivan is a representative of GWM Adviser Services Limited AFSL No. 230 692 ABN 96 002 071 749 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.