Tim Clarke
CFP® FFin BEc(Acc)
Senior Investment Adviser
Creating long-term wealth requires high-quality advice and the consistent application of sensible investment decisions.
Tim has over 20 years of private client experience, having worked at Macquarie and Ord Minnett as a Senior Investment Adviser. Tim holds a Bachelor of Economics (Accounting), is a Certified Financial Planner and also has a Graduate Diploma in Applied Finance and Investment.
Investment Style
Tim specialises in providing holistic financial advice with a focus on investment and wealth creation. This ensures that the outcome is a complete and personalised wealth service for each client's unique and individual needs.
Services and Specialties
Retirement and Estate Planning
Wealth Management
Portfolio Administration
Superannuation Advice
Financial Planning
Self-Managed Super Funds
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance and Investment
Bachelor of Economics (Accounting)
Ethics and Professional Relationships
Diploma of Financial Planning
Associations
Tax (Financial) Adviser
CERTIFIED FINANCIAL PLANNER®
FINSIA Fellow
Competencies
Securities
Managed Investments
Margin Lending
Financial Planning
Superannuation
Generic
I am employed by Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Exchange Place. My employer remunerates me by way of salary. As a shareholder of Exchange Place Investments Pty Ltd., I may be entitled to a share of profits.
I am employed by Exchange Place Investments Pty Ltd, which operates the business of Morgans Financial Limited - Exchange Place. My employer remunerates me as your adviser by way of salary. As a shareholder of Exchange Place Investments Pty Ltd, I may be entitled to a share of profits.
