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Tim Clarke

Tim Clarke

CFP® FFin BEc(Acc)
Authorised representative number: 001005086

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


Tax (Financial) Adviser


Managed Investments
Margin Lending
Financial Planning
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.