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 TW Licensee Services Pty Ltd ABN 28 649 285 469 AFSL 532286.
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.
Tim holds the following qualifications and accreditations:
Awards/Achievements:
Tim is married and has two children, aged 15 and 17. Away from the office, he enjoys spearfishing, fastidiously maintaining his lawn and going to the gym.
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 TW Licensee Services Pty Ltd ABN 28 649 285 469 AFSL 532286.
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.
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, Now Infinity, (SMSF Association accredited)
- Estate Planning Specialist Adviser, View Legal
- Diploma of Finance and Mortgage Broking Management, Intellitrain
- Practitioner Member, Financial Advice Association Australia (FAAA)
- Credit Adviser™, Mortgage Finance Association of Australia (MFAA)
- Tax (Financial) Adviser, Tax Practitioners Board
- Commissioner for Declarations - Queensland Department of Justice & Attorney General
- National Financial Adviser Exam - Financial Adviser Standards and Ethics Authority (FASEA)
- Ethics and Professionalism in Financial Advice graduate with distinction - Kaplan Professional
Awards/Achievements:
- 2021 State Finalist (QLD) - AFA Great Advice Award - Association of Financial Advisers (AFA)
- 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 National Finalist - Excellence in Education Award - Association of Financial Advisers (AFA)
- 2015 State (QLD) 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 15 and 17. Away from the office, he enjoys spearfishing, fastidiously maintaining his lawn and going to the gym.
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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 ensure nothing gets missed!
Outside work, Lucinda supports her husband 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 husband 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
Teresa 'Tess' Dean
Client Service Manager
Tess is Tilea Wealth’s Client Service Manager and performs the 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 sixteen 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 sixteen 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.
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