Timothy Reid

Timothy Reid Email and Phone Number

Founder @ AdviceOps
Alexandra Hills, QLD, AU
Timothy Reid's Location
Brisbane, Queensland, Australia, Australia
About Timothy Reid

I specialise in usable and personalised efficiency solutions, built upon 3 main pillars;1. Uniquely qualified- Hold a degree in Financial Planning- Practical and working knowledge of the industry (we have done your roles before)- Experience with multiple licensees and platforms2. Tailored to fit- While we do have pre-built templates, our niche is in delivering solutions specific to your business3. Unbiased advice- Proficient across XPlan, Midwinter, Plutosoft, Intelliflo- Proficient within Fin365, WorkSorted, plus a range of complimentary tech providers.- All advice provided is based on needs analysis to align with your goalsWe value long term relationships with our clients to be the trusted “go-to” with many questions.

Timothy Reid's Current Company Details
AdviceOps

Adviceops

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Founder
Alexandra Hills, QLD, AU
Website:
adviceops.com.au
Employees:
1
Timothy Reid Work Experience Details
  • Adviceops
    Founder
    Adviceops
    Alexandra Hills, Qld, Au
  • Fin365
    Head Of Technology Services
    Fin365 Jan 2023 - Present
    Brisbane, Queensland, Australia
  • Optimised Financial Planning Solutions
    Director
    Optimised Financial Planning Solutions Jul 2020 - Jan 2023
    Brisbane, Queensland, Australia
  • Lj Partners Pty Ltd
    Client Services / Adviser Support
    Lj Partners Pty Ltd Nov 2019 - Jul 2020
    Brisbane, Australia
  • Fitzpatricks Private Wealth
    Client Services
    Fitzpatricks Private Wealth Jun 2019 - Nov 2019
    Brisbane, Australia
  • My Wealth Solutions
    Review Services Officer
    My Wealth Solutions Oct 2018 - May 2019
    Brisbane, Queensland, Australia
  • Rothgard Financial Partners
    Client Services Manager
    Rothgard Financial Partners May 2017 - Oct 2018
    20A Agnes Street, Fortitude Valley
  • Equiti Private Wealth
    Client Manager
    Equiti Private Wealth Nov 2015 - May 2017
  • Tig Freight Management
    Business Development Executive
    Tig Freight Management Jan 2015 - Oct 2015
    Brisbane, Australia
    TIG is a freight management company that provides tailor made solutions for clients to improve their freight options and affordability. As a BDE my duties include both new business acquisition (B2B and B2C) and account management responsibilities, including but not limited to:• Lead generation via cold calling, drop ins, online searches, and referral from existing clients• Appropriate qualifying of new leads to determine their fit for our business• Booking and organising… Show more TIG is a freight management company that provides tailor made solutions for clients to improve their freight options and affordability. As a BDE my duties include both new business acquisition (B2B and B2C) and account management responsibilities, including but not limited to:• Lead generation via cold calling, drop ins, online searches, and referral from existing clients• Appropriate qualifying of new leads to determine their fit for our business• Booking and organising appointments• Finding appropriate solutions and options for clients to balance needs, wants and expectations for cost, service and reliability• Sales proposals through multiple modalities (email, phone, in person and boardroom presentations)• Tailoring presentations to multiple levels of management (from warehousing staff to CEO’s and owner operators)• All round office duties including diary management, task prioritisation, CRM updates and management, paperwork and time management• Effective and timely communication with clients, providers, colleagues and superiors.• Autonomous work and time allocation• Account management i.e., problem solving, relationship development and maintenance, effective response time and compromising including explanations and clear expectations• Delegation of relevant tasks to appropriate people communicating clear expectations and time frames.• Reaching and Exceeding sales budgets and KPI’s Show less

Timothy Reid Skills

Time Management New Business Development Microsoft Office Team Leadership Matlab Problem Solving Teamwork Training Data Analysis Simulations Microsoft Excel Business Development

Timothy Reid Education Details

Frequently Asked Questions about Timothy Reid

What company does Timothy Reid work for?

Timothy Reid works for Adviceops

What is Timothy Reid's role at the current company?

Timothy Reid's current role is Founder.

What schools did Timothy Reid attend?

Timothy Reid attended Rmit University, Queensland University Of Technology.

What skills is Timothy Reid known for?

Timothy Reid has skills like Time Management, New Business Development, Microsoft Office, Team Leadership, Matlab, Problem Solving, Teamwork, Training, Data Analysis, Simulations, Microsoft Excel, Business Development.

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