Tim Evans
Private Client Adviser
I aim to achieve a simple goal of long term wealth creation for all my clients by providing clear, concise, high quality financial advice.
Tim holds a Bachelor of Commerce, majoring in both accounting and finance and has worked in the stockbroking industry since 2006. He began his career as an analyst in corporate finance before becoming a full service stockbroker in 2009. He advises private clients, giving high quality advice, using fundamental bottom up stock analysis to custom tailor his clients portfolios.
Investment Style
Tim specialises in giving investment advice, focussing on Australian and international equities. Tim has gained extensive exposure and experience within the majority of ASX sectors, industries and asset classes along with a specialty in identifying opportunities in high quality small to mid cap companies after many years in stockbroking and personal investing. Tim's clients are predominately private clients and self managed super funds, to whom he provides high quality advice about investing in direct equities.
Services and Specialties
Options and Warrants
Stockbroking
Fixed Interest and Cash Management
Self-Managed Super Funds
Wealth Management
Portfolio Administration
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Core 1 - Securities & managed investments accreditation program
Bachelor of Commerce (Accounting, Banking & Finance)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Margin Lending
Managed Investments
Derivatives Level 1
Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
