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tam.dy@bayviewwealthadvisory.com.au
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0424 999 288
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02 9659 4599
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Suite 3, Level 4 29-31 Solent Circuit
NORWEST NSW 2153 -
PO Box 3001
Putney NSW 2112 -
FSG & Adviser Profile
Tam Dy
Financial Adviser
Mission Statement
To help clients make smart, well-informed financial decisions that lead to lasting success. I provide tailored advice that goes beyond numbers - focusing on understanding your life, values, and goals. My approach combines expertise with empathy to create strategies aligned with what matters most to you. Whether you’re building wealth, planning for retirement or aged care, downsizing, managing an inheritance, or simply seeking financial clarity, I am here to guide you with confidence and care.
Qualifications & Experience
With over 20 years in financial planning, I bring deep expertise and a commitment to excellence.
- FAAA – Certified Financial Planner
- Kaplan – Graduate Diploma in Financial Advising
- Securities Institute of Australia – Diploma in Financial Advising
Tam can advise on the following: