A city skyline at night with a boat in the water.
Tim Tersteeg

Tim Tersteeg

Authorised representative number: 000473136

Stockbroker

I assist my clients in the management of their portfolios by tailoring a portfolio to their individual goals and objectives.

Tim has worked in financial services since 1997 as a Stockbroker and Financial Adviser. Prior to entering the financial services industry he studied as a mechanical engineer and spent four years working for major food companies in manufacturing and engineering roles.

Investment Style

Tim has a focus on working with clients in the management of their investment portfolios by empowering them to have input into the investment process. Utilising the resources of Morgans he provides ongoing management which enables his clients to build a solid financial platform and achieve their financial goals.

Services and Specialties

Margin Lending and Gearing Strategies
Portfolio Administration
Self-Managed Super Funds
Stockbroking
Superannuation Advice
Wealth Management

Industry Experience

Sectors Covered

Tim Tersteeg's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Superannuation Module
Margin Lending and Geared Investments
Ethics and Professional Relationships
Bachelor of Engineering

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Financial Planning
Generic
Managed Investments
Margin Lending
Securities
Superannuation

I am employed by Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me by way of percentage of fees.