Tim has over 24 years of experience in the finance industry having spent the first 10 years of his career with the Australian Securities and Investments Commission (ASIC). He holds a Graduate Diploma in Project Management, Bachelor of Business (Banking & Finance), and a Diploma of Financial Planning. Tim places a high importance on building a close and trusting relationship with his clients and their families. Tim has great interest in investment markets and works closely with clients on building wealth and planning for retirement. Tim is married with two young boys that keep him busy. Tim’s other passions in life are keeping fit and his love of great food, wine, music and sport.
Authorised Representative of OzPlan Financial Services Pty Ltd
Authorised Representative No. 244688