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Michael Townsend, CFP®

Name Michael Townsend CFP®
Company Townsend Cobain Private Wealth Partners
Address Level 11, 468 St Kilda Rd
Melbourne, VIC 3152
Phone 03 99757206

Tim Townsend has been in the finance industry for the past 25 years, specialising in financial planning. During his early years he spent almost 10 years establishing and building Outlook Financial Planning, a credit union based financial planning company. Tim moved from Outlook to take up the role, for five years, as National Manager — Financial Planning for Perpetual Private Clients.In that role he developed the financial planning services and processes for the Private Clients Division and drove the delivery of those services both internally and to external financial planning professionals. In addition, Tim continued to personally advise high net worth clients.As Chief Executive Officer, WHK Financial Planning, the financial planning division of WHK Group, Tim spent a further five years with the responsibility for building financial planning across the WHK Group.After ten years in senior management, Tim became a Principal of WHK Melbourne, allowing him to return to his first love: focusing on delivery of personal advice and support. He has been recognised for driving change in business with a willingness to move ahead of the developing expectations of the financial advice profession.Unique as an adviser and consultant, Tim not only speaks and advises on industry issues, but is personally responsible for day-to-day business management and delivery of advice to high net worth clients.This places Tim in the position of not only speaking from past experience and the lessons learned, but the need to make that advice work as he co-drives the private practice of TownsendCobain – Private Wealth Advisers forward.

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