Tim Hall
Senior Financial Adviser and Principal
Prior to becoming a Financial Adviser 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 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 and Investment Lending Solutions and Vehicle Leases and Commercial Finance.
Tim holds the following qualifications and accreditations:
Awards/Achievements:
Tim is married and has two children, aged 13 and 15. Away from the office, he enjoys fastidiously maintaining his lawn, going to the gym, fishing and spearfishing.
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 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 and 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)
- Estate Planning Specialist Adviser, View Legal
- 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:
- 2019 Appointed to AIA Australia's Board of Advice
- 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
Tim is married and has two children, aged 13 and 15. Away from the office, he enjoys fastidiously maintaining his lawn, going to the gym, fishing and spearfishing.
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Teresa 'Tess' Dean
Client Service Manager
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.
Outside work, Tess is a mum to three boys, and enjoys sitting down with a good book or watching a movie.
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.
Outside work, Tess is a mum to three boys, and enjoys sitting down with a good book or watching a movie.
Daryl Worthington
Senior Paraplanner
Daryl assists our advisers to prepare all advice documents for our wonderful clients. Daryl has been a Paraplanner since 1997 and brings a wealth of experience and qualifications to the role. He has exceptional attention to detail and is passionate about helping our advisers to ensure our client's financial and lifestyle goals are met.
Daryl is married and has a young daughter that keeps him very busy.
Daryl holds the following qualifications and designations:
Daryl is married and has a young daughter that keeps him very busy.
Daryl holds the following qualifications and designations:
- Bachelor of Business, Queensland University of Technology
- Diploma of Financial Planning, Royal Melbourne Institute of Technology
- Graduate Diploma In Applied Finance and Investment, Securities Institute of Australia
- Diploma of Superannuation Management, Association of Superannuation Funds of Australia / Macquarie University
- Advanced Diploma of Financial Services, Association of Superannuation Funds of Australia / Macquarie University
- ICAA Professional Financial Planning Course, Institute of Chartered Accountants
- Specialist Margin Lending course, Kaplan Education
- Specialist Self Managed Superannuation Fund course, Kaplan Education
- Certified Financial Planner®, Financial Planning Association of Australia
Lucinda Lay
Associate
Lucinda is our Senior Financial Adviser's Associate and manages the Annual Planning Meeting process for all clients, including preparation for appointments, documenting action items and tracking our client's progress towards meeting their financial and lifestyle goals and objectives. Lucinda liaises with our Paraplanning and Client Service Team to support the advice process to ensures nothing gets missed!
Outside work, Lucinda supports her fiancé with his veterinary business, traveling and looking after her very naughty silky terrier, Charlie.
Lucinda holds the following qualifications and has performed various financial planning roles since 2014.
Outside work, Lucinda supports her fiancé with his veterinary business, traveling and looking after her very naughty silky terrier, Charlie.
Lucinda holds the following qualifications and has performed various financial planning roles since 2014.
- Bachelor of Commerce, with a Major in Finance, University of Queensland
- Bachelor of Economics, with a Major in Business and Industry, University of Queensland
- Diploma of Financial Planning, Kaplan Education
Ausra Jacguin
Administration
Ausra works casually for Tilea Wealth, and assists with administration and data tracking.
Ausra hails from Lithuania and speaks Lithuanian, Russian and German in addition to English. Ausra is married and has two sons completing tertiary education.
Ausra holds a Bachelor of Accounting and Finance awarded by Australian Catholic University
Ausra hails from Lithuania and speaks Lithuanian, Russian and German in addition to English. Ausra is married and has two sons completing tertiary education.
Ausra holds a Bachelor of Accounting and Finance awarded by Australian Catholic University