Ph: (03) 9939 3823 | Fax: (03) 9939 3823
Email: tim@rtprivatewealth.com.au
PO Box 5498 Mordialloc, VIC 3195


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  • Timothy C. R. Adams  CFP, CPA, SSA
    Adviser and Director..

    Tim advises families and individuals in maximising their wealth and achieving their objectives. Tim has a strong and varied educational and experience background including expertise in financial planning, stockbroking, accounting, property valuations, and specialist qualifications in self managed superannuation fund advice and personal risk insurance.

     

    Tim has almost 20 years of experience in providing holistic financial advice, managing investment portfolios, and helping people achieve their objectives. Tim’s financial advisory experience includes helping people navigate through a wide variety of economic and market conditions over the past 20 years – including the technology boom and bust years of the late 1990s and early 2000s, the boom up to 2007 and bust years of the Global Financial Crisis (GFC).