(Focus / Expertise)

With more than 12 years of experience in the finance industry, Tim has worked across small business, corporate, and business banking, most recently managing a diverse portfolio of high-net-worth individuals and business owners as a Senior Relationship Manager. His career has given him the expertise to deliver tailored lending solutions for both commercial and personal finance needs, helping clients at all levels of financial sophistication achieve their goals.

Tim believes that exceptional client outcomes start with listening, understanding each client’s circumstances, objectives, and the results they want to achieve. He is passionate about delivering customer centric solutions, building long-term relationships, and using his experience in deal structuring to connect clients with the right lenders, products, and strategies.

As a former client of The Wealth Connection himself, Tim understands the value of a personalised, relationship focused approach. He now brings that same philosophy to his own clients, drawing on his industry knowledge and extensive network to meet both their personal and business finance needs.

Outside of work, Tim enjoys life with his wife and two boys, making the most of his time in the ocean or on the snow.

Qualifications & Memberships

• Bachelor of Commerce (Finance & Economics)
• Diploma of Finance Broking and Management
• Certificate IV in Finance & Mortgage Broking
• Member – Mortgage & Finance Association of Australia