Tim Brienza LLB (Hons) FPFS

Chartered Financial Planner and Occupational Pension Specialist

Tim is a Chartered Financial Planner and an Occupational Pension Specialist and joined Attivo Financial Planning in 2015. Tim is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

All Financial Planners require a Diploma in Financial Planning to provide advice. Tim holds both the Diploma and the Advanced Diploma in Financial Planning.

To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Tim holds the following Advanced Financial Planning Papers:

  • Investment planning
  • Financial planning process
  • Pension transfers
  • Retirement income planning
  • Personal tax and trust planning.