Financial Planning Team
Meet our Financial Planning team who can help you acheive your goals.
Tim HaymanAR no: 000411369
I am a highly dedicated adviser with more than 9 years’ experience in the financial services industry.
I have a passion for keeping pace with the complex and continuously changing environment of financial advice
I really enjoy getting a good understanding of my clients - helping them put together the pieces of their unique puzzle – to make it easy for them to identify and achieve their financial goals.
"I'm passionate about service that stands out in your mind as 'wow' that person really understood what I wanted."
Michelle joined us in February 2016 and assists our financial planner, Tim Hayman.
Michelle brings an interesting skill set to our team - she has over ten years' experience in bank management, has operated a successful small business in the Lower Blue Mountains, has worked in real estate and is even a qualified make-up artist! She has lived in the Penrith area for more than 15 years, where she and her hubby are raising their two young boys.
Michelle is passionate about delivering exceptional customer service to our clients so listen out for her bubbly voice when you call to set up that financial planning appointment!
Liam joined our team in 2018 and is a highly motivated student who recently graduated with a degree in Finance, majoring in applied finance. Liam is currently undertaking his Masters degree in Financial Planning so that he can continue to aid clients at a higher level.
Liam brings a fresh, new, young mindset to the business and he enjoys putting his technical skills to the test.
Liam enjoys working with a range of clients but specialises in helping young clients kick goals and enjoys making their money work harder and go further for them.