Private Client Adviser
Tim is a Private Client Adviser in the Hobart office for the Shadforth Financial Group.
Education and experience
Tim is a CERTIFIED FINANCIAL PLANNER® practitioner, the industry's highest accreditation. He is a Financial Planning Association accredited Life Risk Specialist and holds a Graduate Diploma of Financial Planning from the Financial Services Institute of Australia. Tim is also an associate member of the Financial Planning Association.
Tim has a combined Bachelor of Commerce and Law degree from the University of Tasmania and a Graduate Certificate in Legal Practice. He has been admitted as a Practitioner of the Supreme Court of Tasmania and the High Court of Australia.
Tim is the state winner of the Financial Planning Association's 2013 Professional Best Practice Award for a CERTIFIED FINANCIAL PLANNER®. Tim also won this Award in 2012. The Best Practice Awards are the highest in the industry. Tim proactively delivers strategic and holistic financial planning and investment advice. He enjoys a close working relationship with clients and focuses on wealth accumulation and preservation through cash flow management and selecting the most appropriate superannuation and investment structures.
Outside of work
Away from work, Tim enjoys spending time with his family and pursuing a range of outdoor activities, particularly on the east coast of Tasmania.
Blogs by Tim Breen
28 Jun 2013
You don't know what you don't know. There are many simple financial planning strategies available to many people.
13 May 2013
'You need to borrow money to make money'. This is a common phrase when it comes to investing or wealth accumulation. Unfortunately it is bandied around all too often and flippantly used within the financial services industry.
07 May 2013
Billions wiped off the market in trade this morning! Greece heading for disaster has Eurozone on the brink! Soaring Aussie dollar signals the death knell of the mining boom!
07 May 2013
I am pleased the financial planning industry is undergoing some welcome and much needed change.
01 May 2013
I'll let you in on a little secret - I don't know when the market will turn.
23 Jan 2013
Wouldn't it be great to ensure that your legal, taxation and financial affairs are all in sync? Wouldn't it be even better if you didn't have to do the organising to make this happen?