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Tim Harrington
CA
Private Client Adviser
I look to optimise the quality of your portfolio through informed analysis and prudent judgement. I consider your financial needs as a whole and will provide advice across all areas of your investments needs and circumstances.
Prior to joining Morgans, Tim worked for a global accounting firm Ernst & Young where he specialised in corporate finance and insolvency whilst completing his Chartered Accountant qualifications. Tim then moved to London and worked for six years in investment banking, concentrating on research analysis. Tim has been working in the stockbroking industry as an adviser since his return to Australia in 2008.
Investment Style
Tim specialises in bottom-up stock selection with both medium- and long-term horizons and also considers investing in shorter term trading solutions in listed securities from both technical and fundamental perspectives. In addition he aims to build long-term relationships and has an active interest in managing advice geared towards investments within self-managed super funds.
Services and Specialties
Margin Lending and Gearing Strategies
Wealth Management
Stockbroking
Qualifications and Professional Affiliations
Bachelor of Commerce
Bachelor of Arts
SDIA Accreditation Program RG146
Ethics and Professional Relationships
Graduate Diploma in Advanced Accounting
Professional Diploma in Stockbroking
Accredited Derivatives Adviser Level One
Master of Commerce
Margin Lending Accreditation Program
Associations
The Institute of Chartered Accountants
Competencies
Managed Investments
FASEA Financial Adviser Exam
Tax (financial) Adviser
ASIC Financial Advisers Register
Derivatives Level 1
Direct International Equities Trading Adviser
Securities
Generic
Margin Lending
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me 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.
