Tim Hall Email and Phone Number
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I am financial planner turned software entrepreneur who is passionate about driving technological change within the advice industry. Frustrated with inefficiencies in the advice process, I founded PrimeSolve in 2014. PrimeSolve is a software solution for advisers that enables them to deliver rapid advice on a range of scaled advice topics or a comprehensive advice solution.What makes us different is our complex optimisation algorithm. Our solution can optimise over 100+ potential strategy recommendations simultaneously, taking into consideration all relevant factors such as tax, social security, buying & selling assets, optimal portfolios, superannuation, pensions & annuities. Additionally, in-built features such as Monte Carlo simulation enable presentation of complex risk analysis. My industry experience has helped me form key beliefs about the financial planning process that are reflected throughout PrimeSolve’s product solution. These are:- Robo-advice should be used to aid rather than replace financial advisers. The adviser role is much more than just the numbers! - Robo-advice does not have to be simple. Technology can provide significantly more analysis, not less. - We believe with a completed Fact Find present, a Statement of Advice (SOA) document can be prepared and presented in the same meeting no matter how complex the clients financial situation. - Risk analysis is typically inadequate across the industry. - The best adviser/client relationships are formed through education and mutual understanding of what is required to meet your client’s specified objectives. Our product has been purposely built to address each of these beliefs. If you are a financial adviser, superannuation fund, or para-planning service - we can help you. Send me an email at: tim.hall@primesolve.com.au to discuss how PrimeSolve can help you automate Statement of Advice (SOA) generation.
Primesolve
View- Employees:
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Founding DirectorPrimesolve Jul 2016 - PresentMelbourne, AustraliaPrimeSolve is a software solution for financial planners that enables rapid advice delivery for both simple and complex client scenarios. In-built features include a powerful optimisation algorithm enabling 100+ potential strategy recommendations to be included in 1 optimisation, as well as simulation capability enabling detailed probability analysis. All results can be exported into Statement of Advice (SOA) templates, ensuring advisers get access to a high level of analysis delivered at a fraction of the time taken to traditionally deliver an SOA. As director my key responsibilities include:-Business development/marketing;-Financial modelling;-Strategic financial planning;-Project management;-Staff management;-Leadership.
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Advice Implementation ManagerSuperpartners Jul 2011 - Jun 2014Melbourne, AustraliaIn 2008, a new business unit was established to provide phone based technical financial advice to industry fund members on behalf of Superpartners clients such as AustralianSuper and CBUS. My primary responsibility was to manage the performance of a team of experienced financial planners that provide financial advice to industry super members. Key features of the role entailed:• Providing ongoing technical & compliance training to the adviser group. This included ongoing one on one coaching and a monthly technical sessions to a team of 30 advisers;• Design and implementing outbound advice campaigns that target a segment of the member group who are most likely to benefit from key advice strategies;• Liaising with software providers to build and tailor Limited Personal Advice strategies for our clients;• Design, implementation and maintenance of performance reporting across the adviser group;• Development of key performance metrics for 40+ staff members;• Recruitment, training and management of advisers and administration staff;• Implement and track customer feedback;• Streamline administrative processes to reduce Statement of Advice (SOA) turnaround time & maximise potential data collected from members experiencing advice. -
Senior AdviserSuperpartners 2009 - Jun 2011Melbourne, AustraliaMy primary responsibility was to provide financial advice to industry superannuation members. Some of the key duties performed included:• Provide financial advice to key clients MTAA, AustralianSuper & Cbus;• Development of adviser conversation guidelines rolled out to the broader adviser group (30+ advisers);• Design of appropriate risk profiling methodology implemented across the broader adviser group (30+ advisers).
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Adviser/Authorised RepresentativeCrowe Horwath Australia 2004 - 2009Melbourne, AustraliaMy key responsibility was to service an existing client base and pro-actively source new clientele. Some of the key duties performed included:• Preparation and presentation of a detailed Initial SOAs for clients, including advice on a range of financial planning issues such as superannuation and rollover advice, Self Managed Superannuation Funds (SMSF), retirement income streams, investments, risk management, social security and estate planning. • Preparation and presentation of Investment Reports (SOAAs) for clients which entails establishing an appropriate investment strategy/asset allocation for the client given their circumstances and attitude to investing.• Ongoing portfolio management. Typically, client reviews were conducted quarterly. A review entailed analysing each investment in the portfolio and identifying necessary changes or additional investment opportunities that were applicable.• Analyse potential investment opportunities in direct shares, managed funds and structured products. This is done by utilising WHK’s various industry contacts, their in-house share model and attending various external presentations. • Preparation of documentation required to implement recommendations such as; establishment of SMSF trust deeds, rollover forms, application and redemption forms and buying and selling of shares.
Tim Hall Skills
Tim Hall Education Details
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Master Of Applied Finance -
Financial Planning AssociationFinancial Planning -
Majoring In Sport Management & Finance -
St Leonards College, Brighton Vic
Frequently Asked Questions about Tim Hall
What company does Tim Hall work for?
Tim Hall works for Primesolve
What is Tim Hall's role at the current company?
Tim Hall's current role is FinTech entrepreneur that optimises financial advice, enabling advisers to automate Statement of Advice (SOA) documents..
What is Tim Hall's email address?
Tim Hall's email address is ti****@****rie.com
What schools did Tim Hall attend?
Tim Hall attended Macquarie University, Financial Planning Association, Deakin University, St Leonards College, Brighton Vic.
What are some of Tim Hall's interests?
Tim Hall has interest in Family, Entrepreneurship, Football (Saints Tragic), Reading And Music, Golf, Travel, Personal Wealth Creation.
What skills is Tim Hall known for?
Tim Hall has skills like Leadership, Financial Advisory, Portfolio Optimization, Public Speaking, Financial Planning, Portfolio Management, Financial Modeling, Superannuation, Business Development, Investments, Process Improvement, Investment Advisory.
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