Tim Kay

Senior Financial Advisor Risk Specialist at Ashfords

Tim Kay is a highly experienced Senior Financial Advisor Risk Specialist at Ashfords since February 2020, with a robust background in risk management and insurance. Prior roles include Senior Risk Specialist at Australian Unity, where focus was on Personal Risk Insurance and Business Succession Insurance, and Protection and Estate Planning Specialist at Beacon Wealth. Tim's earlier career involved significant roles at National Australia Bank as BDM Protection Solutions, AIG as Senior Underwriter in the Accident and Health Division, and positions at Willis and Sedgwick. Tim holds multiple qualifications, including a Graduate Diploma of Financial Planning from Kaplan Professional and Chartered Life Practitioner designation from the Association of Financial Advisers.

Location

Melbourne, Australia

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices


Ashfords

Ashfords is a vibrant, and fast-growing firm located in Melbourne's growth corridor - the South East. We pride ourselves on being at the forefront of technological advancements, that is pushed by, not only our strong culture, but also by our young staff group, who are eager to advance the firm in a direction they would like to see it go, just as much as the partner group. A rich history of knowledge and expertise, with a young, modern work environment - is all centered around helping our clients through each stage of their financial life cycle. Accounting, Bookkeeping, Superannuation, Wealth Management, Financial Planning, and Auditing.


Industries

Employees

51-200

Links