After dealing in both gilts (bonds) and equities initially in Auckland and later with Hoare Govett in London, Tim began advising in Sydney in 1989, moving to Potter Warburg in 1997, before founding Grosvenor Financial Services in 2000. After Grosvenor was sold to ASX-listed Perpetual in 2009, Tim worked through an earn-out period before establishing Mercury Private in 2015. Tim holds a CFP and as part of a busy professional life, sits as a Trustee on a number of charitable trusts.
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This webpage contains general information only. It is not intended to represent specific professional advice and does not consider your personal financial circumstances or needs. This material is provided for informational purposes only and does not constitute a recommendation, offer, invitation, or solicitation to buy or sell securities or to make any investment. To the extent permitted by law, Ironbark Private Wealth is not liable for any loss or damage arising because of a reliance placed on the contents of this page. Please refer to the relevant Private Wealth Financial Services Guide for more information.
Ironbark Private Wealth includes the following wholly owned subsidiaries of Ironbark:
Lifewealth Pty Ltd ABN 79 100 448 182, Australian Financial Services Licence no. 279615, Paradigm Wealth Advisors Pty Ltd ABN 77 005 666 919, Australian Financial Services Licence no. 232459, and Avanti Financial Group Pty Ltd ABN 75 625 789 184, Australian Financial Services Licence no. 509033.