“If you’re a busy and successful person, more than most you need your team of advisers to do what they say they’re going to do. Peace of mind is built on trust.”
Tim is a multi-award-winning adviser specialising in superannuation, strategy planning and expert investment advice, and has earned himself a spot on the prestigious list of Most Trusted Australian Advisers, by the Beddoes Institute.
With more than 20 years of financial strategy experience, he has acquired a reputation for being a credible, savvy adviser.
Tim helps high income professionals, business owners and successful families to craft wealth management strategies that are wise and founded in stewardship – and as a result he’s been named one of the national top ten advisers by AFR Smart Investor Magazine, and awarded Securitor Financial Group’s National Adviser of the Year.
His proactive and authentic approach and gift for explaining the relevance of complex information sees him coordinating a whole host of services for clients who include wealthy families, medical professionals, executives, CEOs and self-funded retirees.
Tim is a member of the Responsible Investment Association of Australia and is an Authorised Representative of Pitcher Partners Private Wealth Pty Ltd.
Qualifications and memberships:
- Certified Financial Planner CFP®
- Specialist SMSF Adviser (SPAA)
- Master of Commerce – Financial Planning (University of Western Sydney)
- Diploma of Financial Planning (Deakin University)
- Member of the Financial Advice Association Australia (FAAA)
