Timothy brings over 20 years of experience in the finance industry. Starting his career at KPMG, he secured an accounting role where he became a Chartered Accountant, specialising in personal income tax and audit.
Transitioning to financial advice within the retail sector, Timothy became a financial adviser and quickly sought to become a Certified Financial Planner. During this period, he offered comprehensive strategic advice, covering retirement and estate planning, investment portfolio construction, insurance, and investment structures.
His expertise then took him to Industry Funds Services, where he provided advice to members of various superannuation funds including Australian Super, QSuper and CBUS.
In 2011, Timothy began exclusively advising ACS members and rose to the position of Financial Planning Leader, managing a national team of advisers. He eventually, became the Head of Advice for ACS, overseeing the entire advice department.
In the wake of the ACS and Unisuper merger, Timothy founded TRP Wealth, where he continues to offer holistic financial advice with specialised knowledge of Government superannuation funds and the Department of Veterans’ Affairs.
Education:
Timothy finds great satisfaction in formulating strategies that help clients achieve their goals and objectives. He is passionate about maximising the benefits clients can attain in their specific situations and takes pride in educating members on superannuation and its advantages.
