"I aim to achieve a simple goal of long term wealth creation for all my clients by providing clear, concise, high quality financial advice."
Tim holds a Bachelor of Commerce, majoring in both accounting and finance and has worked in the stockbroking industry since 2006. He began his career as an analyst in corporate finance before becoming a full service stockbroker in 2009. He advises private clients, giving high quality advice, using fundamental bottom up stock analysis to custom tailor his clients portfolios.
Services and specialities
- Fixed Interest and Cash Management
- Options and Warrants
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
Investment Style
Tim specialises in giving investment advice, focussing on Australian and international equities. Tim has gained extensive exposure and experience within the majority of ASX sectors, industries and asset classes along with a specialty in identifying opportunities in high quality small to mid cap companies after many years in stockbroking and personal investing. Tim's clients are predominately private clients and self managed super funds, to whom he provides high quality advice about investing in direct equities.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, University of QLD, 2007
- Core 1 - Securities & managed investments accreditation program, SDIA, 2009
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Derivatives Level 1
- Generic
- Managed Investments
- Margin Lending
- Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.