Education and experience

Tim holds the following qualifications:

• Bachelor of Economics from Monash University (Majoring in Accounting and Finance)
• Fellow of CPA Australia
• Certified Financial Adviser®
• Diploma of Financial Planning

Tim was a practising CPA when he left PricewaterhouseCoopers to join his brother’s financial advice business.

Over his 40-year career, he built a substantial practice managing over $1 billion in client assets, advising high-net-worth individuals, business owners, families, and high-income executives across all areas of financial planning.

He believes successful financial planning rests on two key principles: implementing strategies that help clients achieve their goals, and investing in high-quality, reliable assets with strong potential for consistent returns.

Tim has maintained long-term client relationships spanning decades, with many clients now relying on him to guide both themselves and their adult children, ensuring wealth is carefully transitioned to the next generation. In 2025, his advice business was acquired by Shadforth.

What my clients say

"The fact we are the third generation in our family to seek financial planning advice from Tim speaks volumes about the trust we have built with him and his team over the past twenty years. It also highlights how he has expertly catered for the differing goals amongst the three generations.

Tim is highly personable and professional; answering any questions quickly and efficiently and ensuring dependable and knowledgeable relationships are built - important ingredients when securing your financial future."

- Mandy Sullivan

"Our relationship with PMD Financial Advisers commenced in the early nineties and is a partnership that has endured for over 25 years. Their management & advice during that time has been significant in securing our financial future.

Tim and his team have also given valuable advice and support to our 4 children and families. We expect our relationship to continue and prosper and wish PMD best wishes for the future."

- Russell & Yvonne Stucki