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Tim Oliver - Principal, AFA

Tim Oliver Photo - website
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Background

Tim Oliver is an Authorised Financial Adviser (AFA) with eight years experience in the financial services sector. Based in Dunedin he has built a business looking after the needs of families and SMEs throughout the Otago region.

Getting in touch

03 4259490

021 02956499

tim@plus4.co.nz

Background

Educated at Dunedin’s Kavanagh College, Tim subsequently completed a BComm. majoring in marketing and management at the University of Otago. After graduating, he headed to Australia and worked as the Sales and Marketing Manager for Beaches Backpackers in Hervey Bay. The following year he began his association with the financial services sector as a Futures Administrator with the Commonwealth Bank of Australia before working in Fixed Interest for Colonial First State. From 2005 – 2008, Tim spent three years in Cape Town doing his OE and working in a number of hospitality roles, running his own gardening business and travelling.

On returning to Dunedin, he worked for Financial Planning Limited and in their New Zealand Home Loans business gaining experience in mortgage lending, and personal and general insurance. He also qualified as an AFA enabling him to advise clients on a broad range of investment products and KiwiSaver, in addition to risk insurance products.

Tim established his own business, Oliver Financial Planning Limited in 2013 and is a member of the Professional Advisers Association (PPA).

Philosophy

Tim’s passion and reason for being in the financial services industry is to help people understand how their money works and to get the best results for his clients and their families.

Throughout his career, he has built strong and enduring relationships with clients putting their needs ahead of his own – this focus has been the key to growing a successful financial advisory business.

Not being tied to a particular provider, means Tim will ensure your insurance delivers the best outcome should you have to make a claim.

Personal

Tim is active in his community; he’s chairman and founding board member of his high school’s ex-pupils association; The Kavanagh Alumni Trust, coaches rugby and is a founding member of Dunedin’s BNI Aspire group.

Click here to read Tim’s Primary Disclosure Statement.

Click here to read Tim’s Secondary Disclosure Statement.

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