Tim Beattie

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

Portfolio Administration

Retirement and Estate Planning

Self-Managed Super Funds

Superannuation Advice

Industry Experience

Sectors Covered

Tim Beattie's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Commerce

Graduate Diploma in Applied Finance and Investment

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

Superannuation

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.