Tilea Wealth group
The Boring stuff…
Background information –
- Established in 2006
- Located at Greenslopes, Queensland
- 1 x Financial Adviser, 1 x PY Financial Adviser, 1.5 Admin Support
Advice and services offered
Holistic Financial Services
Current challenges
- Product provider errors and lack of accountability/ownership of issues by staff therein. Creates a tremendous amount of rework and delays. Costs we have to wear.
- Unnecessary red tape (e.g. fee consent forms)
- Absorbing ever increasing regulatory/compliance expenses, particularly the CSLR.
Involvement within FP sector –
Nil – already too busy.
More importantly the fun stuff… Answer these questions by sharing information that other people may not know.
You would never know it but….
I am an avid spearfisherman and current treasurer for the Brisbane Spearfishing Club.
The fork in the road I almost took was…
Joining the Royal Australian Airforce as a pilot
I always…
Follow through
I never…
Deal with lazy or incompetent people very well. They will be called out.
The happiest moment in my life was (cannot include marriage or children)…
Whenever I am spearfishing.
My secret guilty pleasure is…
It’s a secret for a reason