Tim Harbort Email & Phone Number
@bellpotter.com.au
LinkedIn matched
Who is Tim Harbort? Overview
A concise factual answer block for searchers comparing this professional profile.
Tim Harbort is listed as Senior Private Wealth Adviser at Shaw and Partners, a with 426 employees, based in Brisbane City, Queensland, Australia. AeroLeads shows a work email signal at bellpotter.com.au and a matched LinkedIn profile for Tim Harbort.
Tim Harbort previously worked as Senior Financial Advisor at Bell Potter Securities and Financial Advisor at Bby Ltd. Tim Harbort holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Professional.
Email format at Shaw and Partners
This section adds company-level context without repeating Tim Harbort's masked contact details.
AeroLeads found 1 current-domain work email signal for Tim Harbort. Compare company email patterns before reaching out.
About Tim Harbort
I am a highly experienced Financial Adviser with over 10 years of experience providing wealth management focused financial advice to Ultra High Net Worth and High Net Worth Clients.I provide bespoke solutions to grow and protect Private Wealth. I have a proven track record of delivering specialized solutions to my clients, and I am committed to providing exceptional customer service.My specialties are: * Multi-generational institutional-quality investment advice and wealth management. * Wealth protection services. * Servicing the needs of and strategizing for high net worth clients. I get excited about opportunities where I can provide fresh insights to potential Clients. I love connecting with new people, you can reach me at tharbort@bellpotter.com.au.
Listed skills include Investments, Trading, Financial Services, Risk Management, and 34 others.
Tim Harbort's current company
Company context helps verify the profile and gives searchers a useful next step.
Tim Harbort work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
Key Responsibilities:-- Assessing clients' financial situations and developing personalized financial plans to help clients achieve their goals.-- Providing strategic advice on various financial products and services, such as exchange traded funds, stocks, bonds, and options.-- Guiding clients towards profitable and secure financial decisions.-- Managing and monitoring clients' investment portfolios and making adjustments as needed.
Financial Advisor
Head Of Equity And Derivative Trading
Responsible for:-- Managing and expanding the organization's profitability via equity and derivatives trades -- Managing a small team of staff who support the Capital Markets derivative trading, buying and selling equity-related derivative products such as CFDs, futures, options, Foreign Exchange and structuring \-- Negotiating the acquisition and disposition of various types of investments, managing trades from inception to post-trade analysis, and developing quantitative analytics tools for use by the trading desk.
Financial Advisor
Focused on Equity Derivatives, particularly ASX option strategies. Key Responsibilities:-- Provide clients with regular updates on their investment performance.-- Develop and maintain relationships with clients to ensure their investment objectives are met.-- Help develop ways to mitigate risk and improve trading strategies.-- Collaborate with the Operations team to ensure accurate and timely trade capture, valuation, and risk management.-- Produce, investigate, and report the daily Profit and Loss.
Business Development Manager
Key Responsibilities:-- Identifying new business opportunities in order to generate revenue, improve profitability, and help the business grow.-- Developing effective models and strategies to improve business performance.-- Managing and coordinating marketing programs and projects.-- Searching for potential clients to generate income and attract partnerships.
Business Development Manager
I started at Aussie as a Finance Broker. Responsibilities included:-- Sourcing referral relationships-- Credit submissions-- Loan settlement-- Account managementIn around two years I was promoted to be the Business Development Manager. Responsibilities included:-- Development of new Aussie branches and franchises-- Development of new business lines-- Staff & Product Training
Colleagues at Shaw and Partners
Other employees you can reach at shawandpartners.com.au. View company contacts for 426 employees →
Gerry Williams
Colleague at Shaw And PartnersGreater Melbourne Area, Australia
View →
RT
Richard Taylor
Colleague at Shaw And PartnersCanberra, Australian Capital Territory, Australia
View →
DP
Dane Parsons
Colleague at Shaw And PartnersGreater Sydney Area, Australia
View →
SG
Sue-Ellen Gilkes
Colleague at Shaw And PartnersSydney, New South Wales, Australia
View →
SE
Sam Elliott
Colleague at Shaw And PartnersGarran, Australian Capital Territory, Australia
View →
AF
Adam Fahmy
Colleague at Shaw And PartnersSylvania Waters, New South Wales, Australia
View →
MW
Matthew Wilson
Colleague at Shaw And PartnersGreater Melbourne Area, Australia
View →
SM
Susan Markauskas
Colleague at Shaw And PartnersGreater Sydney Area, Australia
View →
DL
Darren Light
Colleague at Shaw And PartnersGreater Melbourne Area, Australia
View →
RS
Ruben S.
Colleague at Shaw And PartnersGreater Melbourne Area, Australia
View →
Tim Harbort education
Graduate Diploma Of Financial Planning, Financial Planning And Services
Professional Diploma Of Stockbroking
Bachelor Of Business, Banking & Finance
Frequently asked questions about Tim Harbort
Quick answers generated from the profile data available on this page.
What company does Tim Harbort work for?
Tim Harbort works for Shaw and Partners.
What is Tim Harbort's role at Shaw and Partners?
Tim Harbort is listed as Senior Private Wealth Adviser at Shaw and Partners.
What is Tim Harbort's email address?
AeroLeads has found 1 work email signal at @bellpotter.com.au for Tim Harbort at Shaw and Partners.
Where is Tim Harbort based?
Tim Harbort is based in Brisbane City, Queensland, Australia while working with Shaw and Partners.
What companies has Tim Harbort worked for?
Tim Harbort has worked for Shaw And Partners, Bell Potter Securities, Bby Ltd, The Share Market College, and Superior Investment Strategies.
Who are Tim Harbort's colleagues at Shaw and Partners?
Tim Harbort's colleagues at Shaw and Partners include Gerry Williams, Richard Taylor, Dane Parsons, Sue-Ellen Gilkes, and Sam Elliott.
How can I contact Tim Harbort?
You can use AeroLeads to view verified contact signals for Tim Harbort at Shaw and Partners, including work email, phone, and LinkedIn data when available.
What schools did Tim Harbort attend?
Tim Harbort holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Professional.
What skills is Tim Harbort known for?
Tim Harbort is listed with skills including Investments, Trading, Financial Services, Risk Management, Financial Markets, Portfolio Management, Options, and Equities.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial