Tim Hall
Tim is a Senior Financial Adviser and Principal at Tilea Wealth. Prior to becoming a Financial Planner in 2006 Tim was a Federal Agent with the Australian Federal Police and specialised in complex fraud investigations. In this role Tim investigated and prepared briefs of evidence which led to the successful prosecution of a number of prominent identities within the financial planning and mortgage broking professions in the Canberra region. In this role Tim observed first hand the devastating effects of poor advice can have on individuals and families and whilst his efforts resulted in successful prosecution, there were no celebrations because the money was always gone!
The experience led Tim to pursue tertiary studies in finance and commerce specialising in financial planning and ultimately led to a career change - one where he could genuinely help people improve their financial situation and Tilea Wealth was born.
Tim is married and has two children, aged 11 and 13.
Tim provides strategic advice in all areas of Financial Planning and has a particular focus on helping clients build and protect their personal wealth. Tim is authorised to provide personal advice in the following areas:
Tim Hall is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323.
Click here to view Tim's adviser profile (addendum to Financial Services Guide)
As a Credit Representative of Connective Credit Services Pty Ltd ABN 51 143 651 496 Australian Credit Licence 389328, Tim also provides strategic advice in relation to Home & Investment Lending Solutions and Vehicle Leases and Commercial Finance.
Tim holds the following qualifications and accreditations:
Awards/Achievements:
The experience led Tim to pursue tertiary studies in finance and commerce specialising in financial planning and ultimately led to a career change - one where he could genuinely help people improve their financial situation and Tilea Wealth was born.
Tim is married and has two children, aged 11 and 13.
Tim provides strategic advice in all areas of Financial Planning and has a particular focus on helping clients build and protect their personal wealth. Tim is authorised to provide personal advice in the following areas:
- Wealth Creation
- Personal Superannuation
- Self Managed Superannuation Funds
- Investment & Retirement Planning
- Debt Management
- Personal Insurances
- Business Insurances
- Succession Planning
- Tax Efficient Strategies
- Securities (Shares, Bonds, Hybrid Securities & Managed Funds)
- Portfolio Review
- Margin Lending & Gearing Strategies
Tim Hall is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323.
Click here to view Tim's adviser profile (addendum to Financial Services Guide)
As a Credit Representative of Connective Credit Services Pty Ltd ABN 51 143 651 496 Australian Credit Licence 389328, Tim also provides strategic advice in relation to Home & Investment Lending Solutions and Vehicle Leases and Commercial Finance.
Tim holds the following qualifications and accreditations:
- Master of Commerce (Financial Planning) with distinction, University of Western Sydney
- Graduate Certificate in Finance with distinction, Charles Sturt University
- Bachelor of Arts (Justice Studies), Queensland University of Technology
- SMSF Specialist Adviser, SMSF Strategies (SMSF Association accredited)
- Diploma of Finance and Mortgage Broking Management, Intellitrain
- Practitioner Member, Association of Financial Advisers (AFA)
- Credit Adviser™, Mortgage Finance Association of Australia (MFAA)
- Tax (Financial) Adviser, Tax Practitioners Board
- Commissioner for Declarations - Queensland Department of Justice & Attorney General
Awards/Achievements:
- 2016 Appointed to Consultum's Board of Advice (Consultum Financial Advisers Pty Ltd AFSL 230323) - 2 year appointment
- 2016 Nominee - High Achiever Adviser of the Year - Consultum Financial Advisers Pty Ltd AFSL 230323
- 2015 Finalist - National Adviser Excellence in Education Award - Association of Financial Advisers (AFA)
- 2015 Queensland State Winner - Adviser Excellence in Education Award - Association of Financial Advisers (AFA)
- 2014 Short listed nominee for Adviser of the Year - Association of Financial Advisers (AFA)
- 2013 Adviser of the Year - National AFSL Award
- 2012 Adviser of the Year - National AFSL Award
- 2011 Adviser of the Year - National AFSL Award
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Jon Melloy
adviser_profile_-_jon_melloy__v5_.pdfJon is a Financial Adviser and Authorised Representative at Tilea Wealth. Jon's interest in finance began at a young age, diligently saving throughout primary school and high school making regular trips to the bank. He was particularly excited when he turned 18 because he was also able to purchase ASX Listed shares in his own name.
Jon’s interest in finance led him to complete a Bachelor of Business majoring in Economics and Banking & Finance. During his degree, he completed a subject in Financial Planning that sparked his interest in becoming a Financial Planner and pursue further graduate study specific to Financial Planning.
Jon enjoys meeting new people and building relationships with clients. He understands that everyone is different and he enjoys taking the time to learn about each client to find out what is important to them before tailoring a personalised financial plan for them.
Jon provides strategic advice in all areas of Financial Planning and has a particular focus on helping clients to achieve their personal goals and aspirations, whatever they may be. Jon is authorised to provide personal advice in the following areas:
Jon Melloy is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323.
Click here to view Jon's adviser profile (addendum to Financial Services Guide)
Jon holds the following qualifications and accreditations:
Awards/Achievements:
Jon’s interest in finance led him to complete a Bachelor of Business majoring in Economics and Banking & Finance. During his degree, he completed a subject in Financial Planning that sparked his interest in becoming a Financial Planner and pursue further graduate study specific to Financial Planning.
Jon enjoys meeting new people and building relationships with clients. He understands that everyone is different and he enjoys taking the time to learn about each client to find out what is important to them before tailoring a personalised financial plan for them.
Jon provides strategic advice in all areas of Financial Planning and has a particular focus on helping clients to achieve their personal goals and aspirations, whatever they may be. Jon is authorised to provide personal advice in the following areas:
- Wealth Creation
- Personal Superannuation
- Investment and Retirement Planning
- Debt Management
- Personal Insurances
- Tax Efficient Strategies
- Investments
- Portfolio Review
- Margin Lending and Gearing Strategies
Jon Melloy is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323.
Click here to view Jon's adviser profile (addendum to Financial Services Guide)
Jon holds the following qualifications and accreditations:
- Certified Financial Planner®, Financial Planning Association of Australia
- Bachelor of Business (Financial Planning), Queensland University of Technology
- Advanced Diploma of Financial Planning, Kaplan Professional Education
- Allied Professional, Financial Planning Association of Australia (FPA)
- Commissioner for Declarations - Queensland Department of Justice & Attorney General
- Tax (Financial) Adviser, Tax Practitioners Board
Awards/Achievements:
- Exceeding Expectations 2017 Financial Year - National Australia Bank's Financial Planning Division
Teresa ('Tess') Dean
Tess is Tilea Wealth’s Client Service Manager and also performs a dual role of Executive Assistant to our Senior Financial Adviser and Principal, Tim Hall.
Tess is the first point of contact for client queries. Tess has over fifteen years experience in financial services and has a strong client service commitment. Tess enjoys building rapport with the clients on a personal basis in a way that enhances the overall advice process. Tess is responsible for the efficient and accurate delivery of all technical, administration and documentation tasks throughout the advice process.
Tess is the first point of contact for client queries. Tess has over fifteen years experience in financial services and has a strong client service commitment. Tess enjoys building rapport with the clients on a personal basis in a way that enhances the overall advice process. Tess is responsible for the efficient and accurate delivery of all technical, administration and documentation tasks throughout the advice process.
Trudy Schneider
Trudy is Tilea Wealth’s Paraplanner and assists our advisers to prepare financial plans (Statements of Advice) and reviews for our clients. Trudy brings a wealth of experience to the role having performed a variety of roles in the financial planning industry since 1999.
Trudy holds the following qualifications:
Trudy holds the following qualifications:
- Advanced Diploma (equivalent) in Financial Planning, Deakin University
- Diploma of Financial Services (Advanced Strategies for SMSFs), Kaplan Education
- Commissioner of Declarations, Queensland Department of Justice & Attorney General