Tim Sullivan BEc. AFP SA FIN / Principal Adviser
Tim is the Founder and Principal Adviser of Wealth Advantage, establishing the firm in 2011. Throughout the past 20 years, Tim has held various senior leadership roles in banking, financial planning and funds management. Tim experienced much success as the State Manager for NAB Financial Planning for a number of years, leading a team of 150 financial planners – imparting to them his client first attitude and personal approach to understanding and prioritising the needs of clients.
Tim further developed his leadership experience as the General Manager of Retail Banking in Western Australia for NAB, leading over 500 staff throughout the difficult global financial crisis. Whilst enjoying success within this role, Tim missed the interaction with his clients and knew it was time to take what he’d learnt at NAB and establish Wealth Advantage.
Tim holds a Bachelor of Economics from the University of Sydney, a Graduate Diploma in Applied Finance and a Diploma in Financial Planning.
Tim is married to tennis professional Alicia Molik and together they are busy with their two children. Alicia is enjoying her involvement in tennis and continuing in her pursuit to further develop the sport in Western Australia.
Noreen Les / Head of Paraplanning
Noreen brings over 20 years experience in superannuation administration and compliance. Noreen’s deep level of knowledge and technical expertise is highly regarded in the industry.
Noreen holds the Advanced Diploma of Financial Services and is a qualified Financial Adviser. Noreen is married with two children and lives in beautiful Albany, enjoying family time and the great outdoors.
Sarah Ring / Client Service Manager
Sarah is part of our Client Service Management team and brings many years of experience in the service industry. Sarah has worked in a number of different industries and has always been recognised for her commitment and service ethic.
Sarah is a busy mother of three and enjoys netball, cricket and the great outdoors of life in Perth.
Tania Price / Marketing and Client Services Manager
Tania has recently joined the team in a Marketing and Client Services management role. Tania has extensive experience in Marketing and Public Relations, mainly in the areas of health and education, having previously being employed at HBF, Curtin University and St John of God Hospital Subiaco.
Tania holds a Bachelor of Commerce from Curtin University in Public Relations and Marketing and an Associate Diploma in Business Administration. Tania is a busy mum to three active children and has recently taken up taekwondo.
Jay McGrath / Client Service Manager
Jay is part of our Client Service Management team and brings many years of experience in the customer service industry. Jay has a strong knowledge of superannuation and insurance administration requirements and brings to the team her admired client first approach.
Jay holds a Certificate IV in Financial Services (Accounting). Jay enjoys playing netball and volleyball in her spare time and is now a proud mother following the recent birth of her first child.