I started work on the Melbourne Stock Exchange Floor as a trading operator after studying Economics and Law at University. I then joined A.C .Goode and Co. as a private client adviser. I worked for several more brokers and a financial planner over the next decade. At the same time I obtained my Diploma of Financial Markets from the Australian Securities Institute and a Diploma of Financial Planning.
Eventually I saw the” light” and moved to the Sunshine Coast for the sun and the surf where I have spent the sixteen years with Macquarie Bank in Noosaville as a private client adviser before joining Bell Potter Securities in their Coolum office in July 2015. I did several daily share market reports on the radio for the A.B.C covering the Wide Bay area and the Sunshine Coast for 8 years.
I generally charge brokerage only of either $125 per transaction or 1 % whatever is greater with some discretion depending on size and ease of dealing.
Tim is very knowledgeable regarding listed share investments and he keeps me well informed in relation to my portfolio. He always provides a thorough rationale for any proposed changes he recommends in relation to the listed shares in my portfolio. Tim understands the balance of income and capital gain requirements I need from my portfolio and he therefore always structures my listed share holdings to meet my these goals.
Tim has given us good advice particularly in relation to buying and selling shares. He understands our investment strategy and has always given prompt attention to orders placed. His record had shown that the advice he has given has nearly always been correct.
Tim has guided me through various investments over the last few years & I have always found him to be professional, knowledgeable & very helpful along the way. I would highly recommend Tim as he is a very informative,approachable, likeable person & always gives his full attention & care when needed.
Tim is very pleasant, responds quickly to inquiries and is very helpful, and has a friendly, approachable personality
- Adviser status Silver
- Number of reviews 4
- First year providing advice 1989
- Years of experience 33
- Diploma of Financial Markets
Bell Potter Securities LtdSuite 4B, 5-7 Birtwill St
Coolum Beach, QLD 4573
Bell Potter Securities Ltd