Tim's plan for “tomorrow”TMFS icon

Hanging out with my wife and 3 kids at a nice local café.

Tim Gray

Financial Adviser

I have over 20 years experience in financial services and over 16 as a financial Advisor. I help clients build and protect their wealth and my key areas of expertise are in superannuation, investment management, cash flow management and retirement planning.

My qualifications include a Bachelor of Commerce (with Distinction) majoring in Finance and Economics from the University of Wollongong, Diploma of Financial Planning through the Financial Planning Association (FPA) / Deakin University. I am also a Certified Financial Planner with the FPA.

In 2007 I was awarded the University of Wollongong Commerce and Business Alumni Award and the Hillross Achievement Award for Service to the Community. In 2014 I was awarded the Hillross Financial Freedom Award for excellence in Client Services and helping clients achieve their idea of Financial Freedom. In 2015 I was awarded the Hillross Achievement award for Professional Excellence along with the most prestigious award, Hillross Advisor of the Year.

Out of the office you’ll find me spending time with my wife and three kids, enjoying a nice cup of coffee or on the water sailing.

We listen, we care, we make it happen

Areas of Expertise & Awards

  • Cash flow
  • Investments
  • Superannuation
  • Retirement planning
  • Hillross Financial Adviser of the Year - 2015
  • Hillross Achievement Award - Professional Excellence - 2015
  • Hillross Achievement Award - The Financial Freedom Award - 2014
  • Hillross Achievement Award - Service to the Community  - 2007
  • University of Wollongong Commerce and Business Alumni Award - 2007

Qualifications & Memberships

  • Diploma of Financial Planning
  • Certificate IV in Finance and Mortgage Broking
  • Bachelor of Commerce (Finance & Economics)
  • Financial Planning Association of Australia (FPA) Member
  • Certified Financial Planner cfp-logo-colour

Contact Tim