"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
- Superannuation Advice
- Wealth Management
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
- Bachelor of Engineering, University of Melbourne, 1995
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- Tax (Financial) Adviser
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.
- Financial Planning
- Managed Investments
- Margin Lending