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Tim

Tim Young

Financial Planner

Qualifications:

  • CERTIFIED FINANCIAL PLANNER®
  • Bachelor of Commerce (Banking and Finance) 
  • Advanced Diploma of Financial Planning

What I find most enjoyable about financial planning is the reward of providing a solution that meets a client’s needs.

Tim has worked in the finance industry for more than 25 years in a diverse range of management roles including mortgage broking and financial planning. Prior to joining StatePlus in 2007, Tim worked as a financial planner for a major Australian bank. 

Strong technical knowledge and experience in dealing with a range of clients enables Tim to develop tailored solutions aimed at achieving his clientsí financial goals and objectives. Tim is passionate about explaining the financial planning process in easy to understand language to ensure his clients feel empowered, and not daunted, by the financial strategies which are available both in the lead-up to retirement and beyond. 

Tim has been married for over 21 years and has three teenage boys, which makes for a very busy lifestyle. When time permits he enjoys playing golf, fishing, reading and music, and is a fan of the Cronulla Sharks. Tim is a member of Jamberoo Golf Club and has represented the club in pennants. He grew up in Cooma, and then worked in Canberra and Lismore before settling in Wollongong 14 years ago.