"Creating, preserving and utilising wealth through effective financial management is my core objective and should be your minimum expectation."
Tim likes to gather a client's full financial information with a view to advising on the wide range of services Morgans provides.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Options and Warrants
- Portfolio Administration
- Wealth Management
Investment Style
He specialises in constructing long-term portfolio strategies and is particularly interested in the Banking and Resource sectors as well as short-term trading situations in listed securities.
Industry Education & Experience
Qualifications
- Financial Services, Central TAFE, 2002
- Margin Lending Accreditation Program, SAA, 2010
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me as your adviser by way of salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.