Our team is acknowledged for their technical competence, integrity and depth of experience in the Australian and Asian investment markets. Fluency in Mandarin is also available to clients.
Tim is a Certified Financial Planner (CFP) and Fellow of The Institute of Chartered Accountants in Australia (FCA), with more than 20 years’ experience in Private Wealth Management.
Tim has broad experience in the financial services industry having co-founded the wealth advisory division of Investec Bank (Australia) Ltd, where he worked for more than 10 years. Prior to this time, Tim worked as a Partner for Norton Knight Macphillamy, Chartered Accountants and has also worked in senior operational and taxation capacities within the investment banking industry.
Tim’s skills cover wealth structuring, asset allocation, philanthropy, estate planning and intergenerational wealth transfer. His clients include senior corporate executives, self- employed business executives, retirees, private foundations and family offices.
Senior Relationship Manager
Lorraine has over 10 years’ experience in the financial services industry, with a wealth of experience in client services and advisory skills. Lorraine holds a Bachelor of Arts Degree in Finance & Economics, a Masters of Economics awarded from the University College, Dublin and a Graduate Diploma in Applied Finance. Lorraine’s strong work ethic and client centric approach underscores her reliable, accurate and timely service to clients.
Wentian attends to client queries and requests. Wentian has been working as a financial planning assistant for the past four years, with experience in liaising with consultants, stockbrokers, fund managers and accountants. Wentian holds a Master in Professional Accounting awarded from University of Sydney. Wentian is fluent in Mandarin and is currently undertaking the Diploma of Financial Planning.