Sandridge Private Wealth

Tim De Luca CFP®

Tim De Luca has been a Financial Adviser since 2005, and has run his own business for 10 years now. He holds a Bachelor of Business majoring in Applied Economics, a Graduate Diploma in Financial Planning and holds the Financial Planning Association peak international certification of Certified Financial Planner.

Tim is a firm believer that strategic planning, having the appropriate structures in place and patience are the keys to maximising a client’s financial potential

Tim now proudly services a small group of long-term clients at Sandridge Private Wealth, and delivers an unwavering service to his clients and their families.

“We’re here for the long haul”

– Tim De Luca

Testimonials

Here’s what some of our loyal clients have been saying about Sandridge Private Wealth.

Tim De Luca has been my financial adviser for 9 years now.

Tim’s advice and guidance to achieve financial goals has given me a comfortable retirement, which I am now enjoying.

Tim has a way of explaining things to me in a thorough way but taking the time to ensuring I understand the process.

I have full trust in his honesty and integrity.

Kay 71, Hoddles Creek, Victoria

I have been a client of Tim’s for 14 years. In that time, he has developed into my trusted financial adviser.

His advice and assistance have resulted in my portfolio growing to a level that will readily support my retirement needs.

The three qualities that have ensured I have remained a client are: his independence and transparency of investment recommendations, accessibility an ease to contact and the quality of his back-office team to address any administration actions.

Andrew 63, Hampton, Victoria

From the beginning, Tim was open, honest and really worked to understand my needs.

I never felt rushed or pressured and most of all Tim is genuine in his care and you can tell he has integrity.

You can feel his enthusiasm when he finds the right financial strategies for you which really is quite infectious.

Alan 52, Hughesdale, Victoria

Sandridge Private Wealth is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.

The information on this web page is not financial product advice and is provided for information only.

General advice warning: The advice provided is general advice only. In preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

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