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The team is lead by Tim Hobart and Chintan Shah.
Tim has over 10 years experience helping clients achieve their financial goals.
Tim is a fully qualified accountant and financial planner. Tim’s qualifications include:
- Certified Financial Planner™
- SMSF Specialist Adviser
- Advanced Diploma in Financial Planning
- B.Com -Accounting and Finance
Chintan, has been providing his clients tax and accounting solutions for over 10 years. Chintan’s qualifications include:
- B.Com, Accounting & Auditing
- MBA, Profession Accounting
- Currently completing - GradDip CA, Chartered Accountant
What our qualifications mean
Certified Financial Planner™
The CFP Marks identify practitioners who are dedicated to a high level of professionalism in the delivery of personal financial advice to clients.
Currently in Australia, anyone can call himself or herself a financial adviser but only those who fulfil initial and ongoing certification requirements can use the CFP certification mark.
You can consult a CFP professional knowing that they are competent, ethical and are experienced financial planners who follow a well-defined process that puts clients’ interests and needs first when providing financial planning advice.
Rigorous requirements for the award of certification have meant the CFP Mark has quickly become the highest standard in financial planning worldwide.
Self Managed Super Fund Specialist Adviser
For peace of mind when considering SMSF professional services, look no further than:
Are you confident your SMSF is achieving maximum benefit for your retirement?
Trusted SMSF Specialist Advisors™ (SSA™) and SMSF Specialist Auditors™ (SSAud™) can assist you to achieve your retirement goals.
Only SSAs™ and SSAuds™ have undergone an independent accreditation program which not only tests knowledge of SMSF legislation and regulatory requirements but also assesses professional business and ethical practices to ensure ‘best practice' standards.
For more information - SPAA link - http://spaa.asn.au/portal/content/view/144/175/
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