Tim Fredericks Email & Phone Number

I’ve always been interested in finance from a young age, starting at high school undertaking work experience with a local financial planner then moving on to study accounting and finance at University. Typical of a young man’s naivety, initially I was purely focused on investments and trying to achieve the highest returns possible. Whilst always conscious of risk and volatility, this was from a theoretical perspective without fully appreciating the implications from a personal or practical viewpoint. Throughout my career I have been fortunate to have gained exposure in specialty areas such as superannuation and taxation legislation research, followed by pure investment research. The people I worked with in these areas gave me a much wider appreciation of investing and more importantly what true risk is. Risk is not just about standard deviations or skewness, it’s also often about the opportunity cost of not doing something or focusing in the wrong area. Previously, I believed I was extremely lucky to have gained this exposure. In hindsight though, perhaps I should give myself a bit more credit and put a good portion of this ‘luck’ down to determination on my part to have been consciously focused in moving towards these areas.I once again have found myself 'lucky' to be involved in a business where we can look to help client’s focus on the right areas of their lives and address the risks specific to them, financial or otherwise. It’s not something easily quantifiable, a combination of science and art if you will.After over 25 years in financial services, a father of two, amateur fisherman and even more amateur guitarist I’m finally beginning to understand what’s important to me, and what’s important to others. That is what I am are about, determining what is important to you. My only goal is to make a fundamental difference in my client’s lives.

Listed skills include Investments, Portfolio Management, Superannuation, Financial Planning, and 38 others.