Tim has been working in Financial Services for over three years and has an extensive customer service background. He has also nearly completed his Bachelor of Business, majoring in Financial Planning, through RMIT.
Tim predominantly works with our existing clients to prepare for review meetings and also ensures adherence to our strict compliance regulations.
Outside of Work
Tim spends the majority of his free time with his wife and two kids. He loves to travel and get out on the golf course whenever he can. Tim can also occasionally be seen cramming for exams as he reaches the end of his degree.
What’s your favourite thing about being part of the MWS team?
The culture! We have a very motivated and accepting team at MWS that are happy to help and work together. Everyone loves coming to work and I think that helps us to deliver the best service we can to our clients.
What do you wish people knew about financial planning?
Just how accessible and available it is! It is never too early to get started on your journey. Also, financial advisers do not judge, they explain everything in simple terms to make the path smooth and clear.
What's your favourite book, movie and food?
Book: How to Win Friends and Influence People by Dale Carnegie
Movie: Blended – with Adam Sandler & Drew Barrymore
Food: Chicken, Haloumi & Pomegranate Salad
If you could give one piece of advice to the Tim from 10 years ago, what would it be?
TRAVEL! Also, keep track of your super accounts. But, really the main thing I’d want to say is that everything happens for a reason so focus on the best parts.
What's your weirdest office habit?
Formatting other people’s work. Sorry Pru!
What's the one thing about you that people would be surprised to learn?
I met my wife at a dancing class and that same year we both managed to win trophies in the annual competition.
If you could have dinner with anyone past or present, who would it be and why?
My mother-in-law. She always had an open heart and mind; no idea was too crazy unless you tried to say it was too hard or that there was no way to do something.