Tim Carrigg CFP®, SSA™
SMSF Specialist Advisor & Estate Planning Specialist
A Certified Financial Planner™ (CFP), a Self Managed Super Fund Specialist Adviser (SSA) and a Business Succession Specialist Adviser, Tim commenced as a Financial Adviser in 1997 and has over 20 years in the Financial Services industry.
The reason for Apprise Advisory’s existence is reflected by Tim’s core values. These are to ensure excellence in the way the business serves others. Tim insists that all at Apprise Advisory say what they believe and do what they say. Tim enjoys having the responsibility of being all our clients ‘Trusted Adviser’.
Tim is committed to a fact based approach to managing his clients. You will find that Tim’s clients are constantly informed at where they are at all times. When Tim commenced his business in 2006, he committed to a fee only basis (no commissions). It is only since 2013 that the industry has finally legislated that Financial Planners must work in the best interests of their clients.
Tim’s life is equally fulfilled at home with his wife and three children. He is a passionate supporter of the Geelong, Whitefriars Old Collegians and Heidelberg Football Clubs. He is an active member of the Parkside Junior Football Club
Prior to commencing his own practice, Tim’s experience as a Financial Adviser was with one of the big four banks and with one of Australia's prominent privately owned Australian Financial Services Licensees (AFSL). Tim is now the Responsible Manager of his own AFSL – Apprise Financial Services Pty Ltd who services a number of well established Melbourne accounting firms. Working with these accounting firms ensures he delivers on his client first business approach.