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Tim Clarke
CFP® FFin BEc(Acc)
Senior Investment Adviser
Creating long-term wealth requires high-quality advice and the consistent application of sensible investment decisions.
Tim has over 20 years of private client experience, having worked at Macquarie and Ord Minnett as a Senior Investment Adviser. Tim holds a Bachelor of Economics (Accounting), is a Certified Financial Planner and also has a Graduate Diploma in Applied Finance and Investment.
Investment Style
Tim specialises in providing holistic financial advice with a focus on investment and wealth creation. This ensures that the outcome is a complete and personalised wealth service for each client's unique and individual needs.
Services and Specialties
Retirement and Estate Planning
Wealth Management
Portfolio Administration
Superannuation Advice
Financial Planning
Self-Managed Super Funds
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance and Investment
Bachelor of Economics (Accounting)
Ethics and Professional Relationships
Associations
Tax (Financial) Adviser
CERTIFIED FINANCIAL PLANNER®
FINSIA Fellow
Competencies
Securities
Managed Investments
Margin Lending
Financial Planning
Superannuation
Generic
I am employed by Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Exchange Place. My employer remunerates me by way of salary. As a shareholder of Exchange Place Investments Pty Ltd., I may be entitled to a share of profits.
