Tim Tersteeg

alt

Authorised Representative: 000473136

Stockbroker

"I assist my clients in the management of their portfolios by tailoring a portfolio to their individual goals and objectives."

Tim has worked in financial services since 1997 as a Stockbroker and Financial Adviser. Prior to entering the financial services industry he studied as a mechanical engineer and spent four years working for major food companies in manufacturing and engineering roles.

Services and specialities

  • Margin Lending and Gearing Strategies
  • Portfolio Administration
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Tim has a focus on working with clients in the management of their investment portfolios by empowering them to have input into the investment process. Utilising the resources of Morgans he provides ongoing management which enables his clients to build a solid financial platform and achieve their financial goals.

Industry Education & Experience

Qualifications
  • Bachelor of Engineering, University of Melbourne, 1995
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me as your adviser by way of percentage of fees.