“If I understand what my position really is I can improve it.”
Tim helps clients to clearly understand where they are at and plan to achieve their goals. His experience is that small consistent incremental change can achieve big results.
Tim’s experience in the financial services sector is extensive. He began his career with a major Hobart firm, worked with Ernst and Young in Eastern Europe and later became Head of Mergers and Acquisitions for Genesys Wealth Advisers. He joined Accru Hobart in 2008.
Tim specialises in helping clients plan for the future with a focus on maximising business value. He consults on mergers and acquisitions, restructures and due diligence for a range of organisations. Tim specialises in the financial planning industry and helping practitioners with a wide range of issues related to their practices.
Tim also advises on a wide range of business issues and strategies – from valuations, sales and financing, to succession planning, minority equity investment models, transaction management and dispute resolution.
Professional qualifications and memberships
- Bachelor of Commerce
- Financial Planner, Authorised Representative of Fortnum
- Certificate of Public Practice
- Registered Tax Agent
- Chartered Accountant, Fellow of Chartered Accountants Australia and New Zealand