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Tim Tersteeg
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.
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.
Services and Specialties
Self-Managed Super Funds
Wealth Management
Portfolio Administration
Superannuation Advice
Margin Lending and Gearing Strategies
Stockbroking
Qualifications and Professional Affiliations
Bachelor of Engineering
Ethics and Professional Relationships
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
ASIC Financial Advisers Register
Generic
Financial Planning
Securities
Tax (financial) Adviser
Margin Lending
Managed Investments
Superannuation
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
I am employed by Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me by way of percentage of fees.
