A city skyline at night with a boat in the water.
Tim Beattie

Tim Beattie

BCom GradDipAppFinInv
Authorised representative number: 000259630

Co-Branch Manager & Private Client Adviser

I focus on creating, managing and protecting wealth through effective financial management. I take a holistic approach by considering wealth creation, estate planning, risk management, retirement planning and portfolio management.
Tim has been in the financial services industry since the early 1990’s, primarily in financial planning and long term wealth management. He currently has a Bachelor of Commerce (UWA) and a Graduate Diploma of Applied Finance and Investment.

Investment Style

Tim focuses on long term wealth creation and portfolio management. Tim works to develop robust and disciplined strategies that consider tax issues, superannuation, gearing, retirement and estate planning. Investment proposals are then developed with consideration given to all investment types within a disciplined asset allocation framework. The result is a complete wealth management service that is customised to meet the particular long term goals of each client.

Services and Specialties

Margin Lending and Gearing Strategies
Retirement and Estate Planning
Superannuation Advice
Portfolio Administration
Self-Managed Super Funds

Qualifications and Professional Affiliations

Bachelor of Commerce
Graduate Diploma in Applied Finance and Investment


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Financial Planning
Margin Lending
Managed Investments
I am employed by RBSM Perth Pty Ltd which operates the business of Morgans Financial Limited - Perth. My employer remunerates me by way of salary. As a shareholder of RBSM Perth Pty Ltd, I may be entitled to a share of profits.