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Tim Beattie
BCom GradDipAppFinInv
Co-Branch Manager & Private Client Adviser
I focus on creating, managing and protecting wealth through effective financial management. I take a holistic approach by considering wealth creation, estate planning, risk management, retirement planning and portfolio management.
Tim has been in the financial services industry since the early 1990’s, primarily in financial planning and long term wealth management. He currently has a Bachelor of Commerce (UWA) and a Graduate Diploma of Applied Finance and Investment.
Investment Style
Tim focuses on long term wealth creation and portfolio management. Tim works to develop robust and disciplined strategies that consider tax issues, superannuation, gearing, retirement and estate planning. Investment proposals are then developed with consideration given to all investment types within a disciplined asset allocation framework. The result is a complete wealth management service that is customised to meet the particular long term goals of each client.
Services and Specialties
Margin Lending and Gearing Strategies
Retirement and Estate Planning
Superannuation Advice
Portfolio Administration
Self-Managed Super Funds
Qualifications and Professional Affiliations
Bachelor of Commerce
Graduate Diploma in Applied Finance and Investment
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Tax (financial) Adviser
ASIC Financial Advisers Register
Superannuation
Derivatives Level 1
Financial Planning
Margin Lending
Direct International Equities Trading Adviser
Securities
Generic
FASEA Financial Adviser Exam
Managed Investments
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.
