Tim has previously completed a Bachelor of Commerce, majoring in Accounting, Finance and Financial Planning. Since graduating in 2013 Tim has gained valuable experience in the financial planning industry whilst also completing additional study to acquire the CERTIFIED FINANCIAL PLANNER® designation. Tim has a keen interest in wealth creation strategies and investment services, including investment portfolio construction & superannuation strategies. Tim has developed a sound knowledge of financial planning strategies as well as the industry landscape through his comprehensive academic and employment experience.
Following study & experience gained at a Geelong Financial Planning Firm, Tim relocated back to his hometown of Hamilton in 2018 to assist in providing high quality advice to the existing & new Grampians Investment Services client base. Tim still has a passion for the Geelong area having lived there for over 12 years. This connection allows Tim to visit the Geelong office on a regular basis and service clients in the Geelong & Surf Coast areas together with Ballarat & Melbourne.
Daniel grew up in Hamilton starting his career in Financial Planning before moving to Warrnambool to complete a Bachelor of Commerce. He then relocated to Melbourne working for a large corporate financial planning company, completing 9 years with the organisation and learning valuable experience along the way working with a diverse range of clients requiring tailored financial plans.
Navigating the ever-changing landscape, Daniel has found that clients genuinely have a need for financial advice; the process of identifying a client’s goals, developing a strategy and appropriate investment framework is a fulfilling part of the process. Educating clients along the way so they better understand the advice and adjusting strategies to align with changes in personal circumstances is something which Daniel enjoys. Having over 15 years’ experience in financial planning across private and public companies has well rounded his knowledge and having now returned to the country Daniel is looking forward to using these learned experiences to better serve his clients as they transition through the various life stages.
Andrew has completed a Bachelor of Business (Accounting), the Financial Planning Association’s Diploma of Financial Planning and Certified Financial Planner CFP® program. He also completed the Financial Adviser Standards and Ethics Authority (FASEA) exam in November 2020. Andrew has worked in both Melbourne and Hamilton in the areas of taxation/accounting and financial planning since 1984. Andrew has been a Director of Grampians Investment Services since the business commenced in July 2009.
Beccy completed her Bachelor of Commerce, majoring in accounting, at Deakin University in Geelong, graduating and obtaining her degree in 2004. In 2007 Beccy moved into the Self-Managed Superannuation Fund (SMSF) sector and has been working in this area ever since. In 2009 Beccy completed her CPA designation and then the SMSF Specialisation course through the CPA in 2015. Beccy has been a member of the SMSF association since 2010 and finds this organization extremely helpful in keeping up to date with the latest legislation with SMSF’s.
Beccy manages each step in the SMSF process from setup to wind up and everything in between. This includes annual accounts and minutes, preparation & lodgment of SMSF tax returns, activity statements (BAS/IAS) for SMSF’s, pension conversions and any applicable ATO reporting. Beccy has a keen interest in the strategy side of running an SMSF and achieving the best results for her clients.
Paul has recently taken a step back from the advice area of Grampians Investment Services having spent 35 years as a financial planner in the industry. While now retired from providing personal financial advice, Paul has taken on a consulting role within Grampians Investment Services, providing the Directors & Staff support & guidance as required. This allows the Grampians Investment Services Team to continue to leverage from Paul’s experience within the industry & in business.
Bill has 28 years' experience in financial markets, with senior roles at Lonsec, TOWER and IOOF. Bill holds a Bachelor of Business in Accounting and a Graduate Diploma in Finance and Investment. Bill’s experience led him to establish Sunbird Portfolios which is a listed portfolio specialist that offers a range of Australian Equity and Exchange Traded Fund (ETF) portfolios to leading financial advisers. Sunbird has developed a comprehensive Quality & Value investment philosophy & process that has a strong track record going back 15 years. Sunbird is a highly experienced portfolio manager and has no inherent conflicts.
Bill has had a connection with Grampians Investment Services for over 10 years, dating back to when he was the Head of Equity Research at Lonsec. In recent times, Bill’s company Sunbird has provided Grampians Investment Services with research and guidance on portfolio construction, direct share selection and the development of Managed Discretionary Account (MDA) Portfolios. Bill also sits on the Grampians Investment Services Investment Committee, providing the Directors with another layer of investment knowledge & expertise.
