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Tim Breen
Private Wealth Adviser, Hobart
Address: Level 3, 111 Macquarie Street, Hobart TAS
Phone: 03 6211 1111
About Tim
Tim is a Private Wealth Adviser in the Hobart office for the Shadforth Financial Group.
Education and experience
Tim has provided professional advice for over 20 years and has been a CERTIFIED FINANCIAL PLANNER® practitioner, the industry's highest accreditation for 15 years.
Tim proactively delivers strategic and holistic financial planning and investment advice. He enjoys a close working relationship with clients and focuses on high level strategic advice and wealth accumulation and preservation. This includes cash flow and portfolio management and selecting the most appropriate superannuation and investment strategy and structures.
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 a multiple state winner of the Financial Planning Association's Professional Best Practice Award for a CERTIFIED FINANCIAL PLANNER®. Tim frequently ranks among the highest in client satisfaction survey scores at Shadforth.
What my clients say
Hard to specify only one benefit or value Tim's advice provides! There are so many and we are extremely satisfied with the new direction our super and wealth management are taking.
Graeme and Libby Lawler
Tim has continued to provide outstanding service for our financial needs and has always been available to discuss any financial issues which are then solved. Nothing is ever too much trouble and we have total confidence in him.
Peter & Sue Johnson
Outside of work
Tim enjoys spending time with his family and pursuing a range of outdoor activities, particularly on the east coast of Tasmania.