"I establish and actively manage equity portfolios on behalf of clients who require expert insight into the world’s financial markets and informed advice on their investments."
Tim has active experience in the financial markets through various roles dealing in performance management, asset management, personal investments and various roles in Australia’s agriculture sector. Tim’s experience ensures the efficient and helpful management of clients and the responsible implementation of various investment strategies.
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
Tim aims to build long-term wealth for his clients through investment in direct shares with a primary focus on the ASX Top 100. Tim is also prepared to venture outside of the ASX Top 100 to satisfy the varying investment objectives and risk appetites of his clients.
Industry Education & Experience
- Core 1 Securites & Managed Investments Accreditation Program, Deakin University, 2014
- Diploma of Accounting, Kangaroo Point TAFE, 2005
I am a partner of Daddo Barratt Broking Pty Ltd which operates the business of Morgans Financial Limited - Caloundra. My employer remunerates me as your adviser by way of percentage of fees. As a Partner of Daddo Barratt Broking Pty Ltd, I will be entitled to a share of profits.
- Managed Investments