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
Financial Planning
Portfolio Administration
Retirement and Estate Planning
Self-Managed Super Funds
Superannuation Advice
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Self Managed Superannuation Funds
Margin Lending and Geared Investments
Bachelor of Economics (Accounting)
Graduate Diploma of Applied Finance and Investment
Ethics and Professional Relationships
Associations
FINSIA Fellow
CERTIFIED FINANCIAL PLANNER®
Competencies
Margin Lending
Superannuation
Financial Planning
Generic
Securities
Managed Investments
I am employed by Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Adelaide - 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.
