Tim Evans

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

Fixed Interest and Cash Management

Options and Warrants

Portfolio Administration

Self-Managed Super Funds

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Tim Evans's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Commerce (Accounting, Banking & Finance)

Ethics and Professional Relationships

Core 1 - Securities & managed investments accreditation program

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Derivatives Level 1

Generic

Managed Investments

Margin Lending

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.