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Having joined the Stonehouse team as a Paraplanner over five years ago, Tim has developed a deep and thorough understanding of the financial services realm. Tim progressed into an advisery role after successfully completing a Bachelor of Commerce in Financial Planning & Investments at Griffith University and he now has a commitment to achieving the respected CERTIFIED FINANCIAL PLANNER™ qualification. Furthermore Tim is an active member of the Financial Planning Association of Australia (FPA), and regularly attends conferences and professional development events to further his skills and knowledge.
Although Tim has the ability to give advice on a range of financial issues, his background has led him to specialise in wealth accumulation strategies, including detailed investment portfolio construction, superannuation advice and risk management.
Tim’s passion for financial planning can be seen in the dedication to his clients and the quality of his advice. He is constantly pushing himself to grow and learn, a trait which is reflected in his personal pursuits. As an avid rock climber, he is very eager to progress into mountaineering having trekked to Mount Everest.
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