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Tim Breen, a Private Wealth Adviser in Hobart TAS

Tim Breen

Private Wealth Adviser, Hobart
Level 3, 111 Macquarie Street, Hobart TAS

Tim is a Private Wealth Adviser in our Hobart office

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 15 years and has been a CERTIFIED FINANCIAL PLANNER® practitioner, the industry's highest accreditation for over 10 years.

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 was 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 frequently ranks among the highest in client satisfaction survey scores at Shadforth.

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 management and selecting the most appropriate superannuation and investment structures and portfolios.

Outside of work

Tim enjoys spending time with his family and pursuing a range of outdoor activities, particularly on the east coast of Tasmania.