PSK
  • Call Us
  • Advisers
  • Services
  • PSK Insights
  • Employee Services
  • About Us
  • Events
  • 5 Min Financial Health Check
  • Contact Us
  1. home
  2. our advisers
  3. Tim Meggitt

OUR PARTNERS & ADVISERS

Tim Meggitt

Accreditations

AFA Practioner Member, BA Queensland University, Advanced Diploma of Financial Planning, ASFA Advanced diploma of Superannuation Management, Derivatives and Listed securities accreditation, Managed Investment accreditation and Retirement planning accreditation.

Key areas of focus

Retirement income streams, superannuation, investments and insurance. Tim also supports the 'Pro Bono Financial Advice network'.

Office location

Sydney CBD

Tim Meggitt

Partner  |  Financial Adviser

book a meeting with Tim

Tim has been in the finance industry for over 15 years, holding senior management positions in the personal insurance, superannuation and investment sectors.

Tim aims to provide personalised and responsible advice tailored to his clients’ objectives, and believes that sound advice and planning are key to improving your financial position. His main focus is to guide his clients successfully through the maze of financial issues and priorities, and help them both understand and achieve their personal outcomes. He helps his clients to determine their goals and weigh up different investment strategies to achieve those goals.

At PSK, Tim has access to technical, risk and investment research professionals who provide additional support and expertise. In addition, he has developed strong relationships with other professionals including accountants, solicitors, and mortgage and stock brokers to ensure his clients obtain an optimum solution.

 

Click here to view Tim's latest FSCG

 

Click here to view

Pro bono Update - September 2020

< Back to Our Advisers Next >
subscribe to our newsletters
  • Disclaimer
  • Privacy Policy
  • Financial Services Credit Guide

Corporate Representative of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665.

Digital Strategy by ZeemoTM