Authorised Representative of Consultum / Member FPA / CFP® / Adv Dip FS (FP)
Tim commenced his career in financial planning in 1990 after a lengthy military career and is a director and principal of Everest Financial Services Pty Ltd. Tim has experience in many facets of financial planning and specialises in retirement planning, investments, superannuation, Centrelink entitlements and personal financial mentoring and guidance.
Tim is a member of the Financial Planning Association, holds a Diploma of Financial Planning from Deakin University and has been a fully accredited Certified Financial Planner® professional since 1998. Tim has had practical experience as a financial planner since 1990 and has been a principal of Everest Financial Services Pty Ltd since January 1997. During this period, he has assisted many clients successfully achieve their retirement and financial objectives with carefully constructed strategies designed to complement their personal and family circumstances.
Prior to entering the financial services industry in 1990, Tim enjoyed 22 years of military service in Senior Logistics roles. He was also appointed Honorary Aide-de-Camp to His Excellency, the Governor of Western Australia (and Governor-General of Australia) for 5 years.
Tim has broad experience in all facets of financial planning and has assisted many individuals to plan for their financial future.
In particular Tim specialises in Retirement Planning, Investment (Lump sum and Savings plans), Superannuation, Redundancies and Centrelink Entitlements.
Authorised Representative of Consultum / B.Com / Adv Dip FS (FP)
Ron has been helping and advising clients with Everest since 2002. Ron has experience in the many facets of financial planning and has helped people plan for, and achieve, a secure financial future.
Ron specialises in retirement planning, the investment of lump sums, superannuation, and Centrelink entitlements.
Ron has Bachelor of Commence from the University of Western Australia, with a major in Investment Finance. In addition, Ron holds an Advanced Diploma in Financial Services and a Diploma of Finance and Mortgage Broking Management.
Authorised Representative of Consultum / Adv Dip FS (FP) / SMSF accreditation
Since commencing his financial planning career in 2003, Craig has been partnering with individuals and families to help them map out a clear plan to secure their life goals with clarity and confidence. His extensive experience in many facets of financial planning sees him deliver personalised wealth advice individually tailored to each client’s unique circumstances.
Louise has been a pivotal member of the Everest team for the past 10 years (2007), after spending the previous 8 years with Western Pacific Financial Group, our previous Licensee.
Generally regarded as ‘Director of Good First Impressions’ by the Principals, Louise is usually the first point of contact in the office and is blessed with an effervescent and helpful personality.
Louise’s responsibilities include many facets of the operational nature of the practice, as well as keeping the Principals both focussed and on top of clients’ expectations. She is in regular contact with Centrelink to ensure our clients full entitlements are assured and maintains contact with all financial institutions on clients’ behalfs.
Louise is a fitness devotee and attributes her professionalism and positive outlook on her early morning swim each day before work.