.png){kind=logo}
Meet Your Advisor Tim
Helping people thrive through advice that’s personal, practical, and full of heart
Tim Barresi
Partner & Financial Adviser
BCom (Fin Mgmt), GradDipFinPlan, SMSF Specialist Advisor (SSA®)
Tim is a passionate financial adviser who blends technical expertise with genuine care, helping clients build confident, purpose-driven financial futures.
Qualifications & Professional Memberships
Graduate Diploma in Financial Planning – Kaplan
Graduate Diploma in Ministry – Christian Heritage College
Bachelor of Commerce (Financial Management) – LaTrobe University
Member, Financial Advice Association Australia (FAAA)
ASIC No. 1296115
“For me, qualifications aren’t just about ticking boxes, they’re about sharpening the tools I use to serve others. Every course, every exam, every challenge has helped me become a better adviser, and I’m just getting started.”
Services
I provide holistic financial planning advice that supports clients across all stages of life. Each plan is tailored to you, ensuring relevance and impact whether you’re just starting out or preparing for retirement.
Retirement Planning
Personal Insurance
Strategic Wealth Creation
Cash Flow Optimisation
Investment Management
Superannuation
Who I Work With
If you’re navigating a life transition or simply want to feel more in control of your financial future, I’m here to help.
Professional families juggling career growth and financial planning
Business owners looking to use income and profits to maximise wealth
Early retirement planners preparing for lifestyle transitions
Retirees seeking to preserve income and legacy
"I believe great financial advice is about more than just numbers, it’s about people."
My Advice Philosophy
Every client brings a unique story, set of goals, and challenges, and my role is to help you navigate those with clarity, confidence, and purpose.
My approach is holistic and personal. I take the time to understand what truly matters to each client, then tailor strategies that align with your values and aspirations. Whether it’s planning for retirement, building wealth, protecting their family, or simply getting on top of cash flow, I aim to simplify the complex and empower informed decisions.
Trust is at the heart of everything I do. I want you to feel heard, supported, and in control of your financial future. That means being transparent, proactive, and always putting your best interests first. Advice should never feel transactional, it should feel like a partnership built on care, expertise, and long-term impact.
My Career Journey
I started in financial advice as a Client Service Officer, where I built a strong foundation in client engagement and operations. In 2018, I joined Discover Financial Partners and quickly realised this was more than a job, it was a calling.
I formalised my path with a Graduate Diploma in Financial Planning in 2020, then completed my Professional Year in 2021 under the guidance of experienced mentors.
After passing the ASIC Financial Adviser Exam in early 2022, I became a fully registered adviser. Since then, I’ve focused on delivering holistic advice across retirement, wealth creation, insurance, superannuation, and cash flow. Every step has been driven by a desire to grow, serve, and make a meaningful impact.
Adviser with Personality
I’m a proud Gold Coast local with a love for sport, strong coffee, and spontaneous road trips. Whether it’s an almond latte on a slow morning or a short black before a busy day, I’m always up for the challenge. I recharge with beach walks, thrive on multitasking, and bring the same energy and curiosity to life that I do to every client conversation.
What Tim's Clients Say About Him
Greg & Naomi ML, Dromana
“Tim's willingness to help with any issues is reassuring and we know that our financial affairs are in such good hands."
Rohan C, Carlton North
"This service paid itself off in the first few months. Tim helped me create a plan for budgeting, investment, savings, life/work insurance and buying a house."
Kathryn G, Rowville
“Tim Barresi and the team at Discover Financial have been fantastic to deal with over the last couple of years. Tim is very knowledgeable and explains things well so they’re easy to understand”
Insights from Tim Barresi
