Tim joined us in 2012 having spent 4.5 years specializing in a personal insurance advice role. The time which Tim spent in this role provided him with a great insight into the importance of personal insurance cover within the advice process. Ultimately, this taught Tim that protecting your assets and income are just as important as implementing strategies to grow and accumulate wealth.
Tim is passionate about discussing his clients long term goals and objectives with them to ensure that he collectively works with them to achieve these. Tim believes that this is an often overlooked piece in the financial planning industry as a majority of advisers tend to focus too much attention on which strategy or product to implement rather than focusing on what the clients goals and objectives are and they should look to assist their clients in achieving these. Tim really likes working with clients to understand all their key goals and objectives and then implementing the appropriate strategies to help deliver these. Tim is also an avid believer in keeping the channels of communication open and honest at all times because he believes this is critical to a successful advice relationship.
Outside of work, Tim is an avid cricket player who loves to spend his summers on the field trying to win a 1st XI premiership which has eluded him for 33 years now. He is also a proud family man who loves to spend time with his wife Jane, daughter Mila and border collie Billie. Any spare time is spent following his beloved Melbourne Demons (AFL) and Detroit Tigers (MLB).
“I get told I am stubborn a lot, particularly by my wife and friends, but I always view this as a positive – to me it just means I am ultra-determined to succeed! This philosophy applies to my in both my life and my work. Once I understand what is important to my clients, I am passionate about working with them to achieve these goals and objectives”
Finally, one of Tim’s favourite quotes which he uses regularly is that “a goal without a plan is simply a wish”. Tim believes that if an individual is passionate about achieving a goal, they need to be willing to put a plan in place as to how they are going to achieve this because without having this plan, they are simply living on hope that is will come to fruition.
Who Tim works with
Tim loves to work with people from all walks of life and has a vast array of experience in working with young professionals, business owners, wealth accumulators, pre-retirees and retirees. Being in his early 30’s, Tim really enjoys working with young professionals and small business owners because as a self-employer person, he can certainly relate to people who fit this demographic.
Bachelor of Commerce (Deakin University)
Certified Financial Planner (FPA)
Life Risk Specialist (FPA)
Certificate IV – Finance & Mortgage Broking (Kaplan Professional)
Hobbies and Community Involvement
Outside of work, Tim has spent a number of years working on sporting club committees in a variety of roles and has thoroughly enjoyed giving back to the various clubs who have given so much to him. Although having a young family has stopped this temporarily, he is certainly keen to get involved in this space again in the next few years.
Besides his family, Tim is a sports fanatic - pick a sport and he will talk about it! His key passions include cricket, AFL, baseball, tennis and golf.