Tim is an experienced Financial Planner who has worked in the industry since 2002. He works hands-on with his clients to improve their financial security and grow their wealth within their personal and business structures. Tim understands the risks inherent in running businesses and works with small, medium and large companies to establish succession-planning frameworks and identify key person principals. Tim guest speaks at medical and business leader events nationally.
- Adv Dip Financial Planning
- Bachelor of Built Environment (Maj. Landscape Architecture), QUT, 2000.
WHEN did you start with CFB?
I started with the company in 2002.
WHAT are your duties at CFB?
Helping clients reach their financial and lifestyle goals, while protecting their families and assets.
WHAT have you done professionally that you are proud of?
Winning the Inaugural AFA Practice of the Year Award in 2014.
WHAT are you passionate about outside of work?
Family, sport and gardening.