After completing his Economics degree (with a major in Finance), Tim joined the treasury department of an international bank. Four years on, he decided that he wanted to apply the investment principles he had learnt to the more practical task of helping people plan and save for their retirement.

Looking for a leader in the field, he joined RetireInvest as a financial adviser in 1992 and in June 2006 became Co-Proprietor of the RI Brookvale offie. To add depth to his experience, he completed a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia and a Diploma of Financial Planning from Deakin University as well as the SMSF Professionals’ Association (SPAA) SMSF Specialist Accreditation. He holds the internationally recognised Certified Financial Planner™ qualification from the Financial Planning Association of Australia (FPA) and is a Fellow of the Financial Services Institute of Australasia (finsia). Tim’s various accreditations require ongoing educational and professional development to ensure that he stays up to date with the latest industry information and is able to service client needs professionally.

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