Tim Adams

R & T Private Wealth

5 Reviews
27 Yrs Experience
Melbourne, VIC 3000

With over 20 years of experience in managing client investments Tim has a significant amount of experience in all market conditions, including the GFC, Tech Boom and Bust of the early 2000s.

Tim specialises in helping families plan for retirement and then assists them to enjoy their retirement years.

Tim is highly qualified, with multiple business degrees, specialist industry studies in SMSFs, stock broking, property valuations and accounting.

Tim manages his own financial planning practice and advises a small group of high net worth families with an exceptional quality of service and care. Tim finds that long term advice relationships achieve the best results and most clients have been advised by Tim for over a decade.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 5
  • First year providing advice 1997
  • Years of experience 27
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

R & T Private Wealth

Level 2, 15 Queen St
Melbourne, VIC 3000

Licensed by

Secure Port Pty Ltd

AFSL 539360