dfp Advisory Partners 112 Mount Pleasant Road, Belmont, Victoria 3216

Welcome to DFP Advisory Partners, a reputable financial institution located at Belmont, Mount Pleasant Road in Australia. As an establishment specializing in finance, we are a point of interest for individuals seeking professional advice and guidance in managing their financial affairs.

Our team at DFP Advisory Partners consists of experienced professionals who are dedicated to providing comprehensive financial solutions tailored to meet your specific needs and objectives. With over 26 years of industry experience, Tim, one of our advisors, has a strong background in finance. Having spent the first decade of his career with the Australian Securities and Investment Commission (ASIC), Tim brings a wealth of knowledge and expertise to our institution. He is a Fellow Chartered Financial Practitioner (FChFP) member of the AFA and a Financial Planner Member of the FPA. Tim has a particular interest in global markets and works closely with clients in their retirement planning endeavors.

Another valuable member of our team is Jess, who joined us in February 2009. With a Bachelor of Commerce degree, majoring in Accounting, Finance, and Financial Planning, Jess is a Certified Financial Planner. She has been advising clients since 2013, focusing on areas such as personal insurance, superannuation, and investment. Jess's passion for setting and achieving goals extends beyond her professional life. She has represented Australia in athletics at prestigious events such as the Glasgow Commonwealth Games and the World Athletics Championships in Beijing.

At DFP Advisory Partners, we pride ourselves on offering extensive financial advice and guidance that is specifically tailored to your unique circumstances. Whether you are looking to plan for retirement, protect your assets through insurance, or seek investment opportunities, our team is here to assist you every step of the way.

In addition to our expertise, we also understand the demands of a busy lifestyle. Tim, as a dedicated husband and father of two boys, knows the importance of juggling various commitments. He often finds himself providing a taxi service for his children's sports and other activities. This firsthand experience enables him to relate to the challenges faced by many of our clients and provide practical solutions that align with their busy lives.

Located at Unit 4/5 Bridge Street Newtown VIC 3220, you can reach us at (03) 5245 7731. We look forward to helping you achieve your financial goals and providing you with the guidance you need to secure your financial future. Contact us today to schedule a consultation and take the first step towards financial success.