Tim is a former investment banker on Wall Street and in the City in London with Deutsche Bank, UBS and HSBC.
A Chartered Accountant and Certified Financial Planner, he also studied finance at two of the world’s top business schools – London Business School and Columbia Business School.
The Independent Financial Advisor
Quantum Financial, Sydney 2005-Current
Equity Sell Side Analyst
Deutsche Bank, New York, London 2002-2005
Volunteer Consultant
UNICEF & Laos National Radio, Rural Laos 2002
Summer Internship, Equity Sales
Deutsche Bank, London 2001
Manager, Projects
Deutsche Bank Private Wealth, Sydney 1999-2000
Analyst
HSBC Exotic Derivatives Group, London 1998-1999
Analyst
UBS Warburg, London 1997-1998
Commercial Analyst
Vodafone, Sydney 1994-1997
SMSF Specialist Advisor (SSA)
SMSF Association, Sydney 2009
Certified Financial Planner (CFP)
Financial Planning Association, Sydney 2007-2008
CA – Financial Planning Specialist (CA-FP)
Institute of Chartered Accountants ANZ, Sydney 2007
Advanced Diploma of Financial Planning
Quantum Financial Training, Sydney 2005-2006
Certificate in Securities and Derivatives
Chartered Institute for Securities & Investments, London 2002
Wall Street Graduate Training Program
Deutsche Bank, New York 2002
French Language Course
Alliance Francaise, Nice 2001
Masters of Business Administration (MBA)
London Business School, London 2000-2002
Chazen Exchange Program, Columbia Business School, New York 2001-2002
Cordon Bleu Cooking Course
Le Cordon Bleu Cooking School, London 1998
Chartered Accountant
Institute of Chartered Accountants ANZ, Sydney 1996-1997
Bachelor of Economics (Hons)
University of Sydney 1990-1994
HSC
St Ignatius College, Riverview
CFP Member
Financial Planning Association (FPA)
CA Member
The Institute of Chartered Accountants Australia and New Zealand
SSA Member
Self Manage Super Fund (SMSF) Association
Member
Boutique Financial Planners (BFP)
The Independent Financial Advisor
‘He does what it says on the label’
