About Us
Abundant Advisory was born out of a passion for helping clients better understand their finances, and navigate the journey to an abundant life.
What People Are Saying
“My husband and I had no idea what to do for our retirement and we were totally overwhelmed. Simran clearly explained our options as well as his recommendations. Not at any stage did we feel pressured or unsure of how to proceed - all our questions were clearly answered and we proceeded with complete confidence knowing that our financial future was in safe and extremely confident hands.”
— Kim
“Abundant are fantastic. We relied on Simran to help us navigate the complex world of high value life insurance policies, trauma and key man income coverage for our business. He is knowledgable, accessible and worked hard to get us the best deal. Simran took time to explain the complexities and options of each policy and we feel so assured that everything is well secured. Highly recommended.”
— Olivia
“Tim is extremely personable, professional, knowledgeable and kind. He really has a heart to help people grow wealth and manage their finances. He won't push any service onto you and will help you reorder your priorities so to draft an action plan that matches your dreams, lifestyle and situation. I highly recommend Tim if you are looking for a good and trustworthy financial adviser.”
— Florence
SIMRAN DHILLON
CO-FOUNDER & PRINCIPAL FINANCIAL PLANNER SYDNEY
Decade plus years experience
Bachelor of Commerce
Accredited Listed Securities Advisor
Advanced Diploma Financial Services (Financial Planning)
Self Managed Super Fund AccreditedAFP – Financial Advice Association Australia
Simran was born in Sydney to parents who migrated from Malaysia in search of greater opportunities for their future children. From a young age, hard work and tenacity in the face of adversity were attributes instilled in him by his parents.
After seeing the positive outcomes that financial advice provided for his mother when he was young, it became apparent that helping people take action to reach their goals was something that he wanted to be part of.
Simran has now been providing financial planning advice to people from all walks of life for more than a decade. Having spent the majority of his career as a financial planner in one Australia’s largest financial institutions, he founded Abundant with a focus on creating an advice practice that means more than just numbers, but one that is about people, focussed on helping his clients make what they thought wasn’t possible, a reality.
When Simran is not helping his clients realise their financial aspirations, you will find him keeping active playing soccer in a local competition, embracing his love for travel, and following his favourite football team, Liverpool Football Club.
TIMOTHY LEE
CO-FOUNDER & PRINCIPAL FINANCIAL PLANNER SYDNEY, BRISBANE & MELBOURNE
Decade plus years experience
Bachelor of Business
Certified Financial Planner (CFP) - Candidate
Advanced Diploma Financial Services (Financial Planning)
Self Managed Super Fund Accredited
AFP – Financial Advice Association Australia
Tim was born in the capital city of Malaysia, Kuala Lumpur. His passion for good Malaysian and Chinese food, family-and-community-focused values and his work ethics comes from his parents, who were both corporate professionals, and are still actively involved in their local church and are hands-on parents.
Tim moved to Brisbane and completed his Bachelors Degree there before working as a research consultant with an advertising and business consulting firm. Tim however found his true calling when he started working in the financial planning industry as he was able to see first hand the positive influence of good financial advice in his family and in the lives of his clients.
Over the last decade plus, Tim has worked in different financial planning organisations in Brisbane and Sydney, from large institutional to smaller boutique practices, looking after engaged young wealth accumulator and seasoned retirement planning clients. With Abundant, Tim wants to fulfil his passion of helping his clients realise that the best is yet to come, and that the abundant life is available to all.
Tim’s abundant life sees him having quality time and regular long runs with his wife, and travelling to new places and collecting new experiences every year. He is also a keen triathlon, cycling, Formula 1 and Manchester United Football Club follower.
JAMES WEYLER
SENIOR FINANCIAL PLANNER
BRISBANE
Decade plus years experience
Bachelor of International Relations (Business)
Certified Financial Planner (CFP)
Accredited Listed Securities Advisor
Self Managed Super Fund Accredited
Advanced Diploma Financial Services (Financial Planning)
James was born in Sydney to parents from the United Kingdom and the USA who moved to Australia for the nature and lifestyle. James’ parents taught him the importance of hard work, self-care, family care, and living a balanced and thoughtful life.
After graduating from university in 2010, James began his career in financial services. Since then, he has been providing financial advice to clients from various backgrounds. James has experience working for institutions such as Shadforth and UniSuper and joined Abundant to offer clients both care and holistic advice.
James is passionate about the advice process and collaborates with clients to navigate the complexities of the financial services sector, reducing anxiety and ensuring certainty of outcome.
He has also participated in sports and values community involvement. After a decade-long career, James retired from the Army Reserves in 2020. In his final year, he contributed to Operation Bushfire Assist and Operation Covid Assist. Currently, James enjoys running with his partner and local community in Brisbane or watching Formula 1, the PGA, or English Premier League.