Tim has gained a wide range of experience across a number of roles over his 20+ years in professional financial services firms. He commenced his career in Chartered Accounting before his passion for investment markets saw him seek out opportunities in this space, commencing with a role in the Myer Family Office.
This role enabled him to gain excellent exposure to investing for Ultra High Net Worth individuals. From there Tim moved to a boutique Melbourne based hedge fund,K2 Asset Management where he was a member of the investment team, directly involved with investing funds for both the Australian and Asian Equity Portfolios. He then progressed to working for multi asset class investment managers where he gained invaluable experience across a wide range of different investment classes.
During this time Tim was responsible for investing on behalf of a wide and varied High and Ultra High Net Worth client base. This saw Tim directly responsible for managing over 700 client accounts with investment portfolios worth over $420 million.
Importantly Tim’s extensive direct investment experience across a wide range of asset classes has now seen him managing client’s investments through the highs and lows of several investment cycles. It's this experience that allows him to develop and tailor highly sophisticated investment strategies for Ultra / High Net Worth individuals with a focus on helping them achieve their financial goals whilst preserving their capital. In addition to his experience, Tim’s formal qualifications include a Bachelor of Commerce, a Graduate Diploma in Applied Finance and Investments and he's a Chartered Accountant.
As the Portfolio Manager for Bonsante Private Wealth Tim has primary responsibility for managing the investment portfolios for clients.
