Wealth Adviser – Investments
MBA, BFin, DipFP
Tim MacNamara is a wealth adviser with a background in business and finance. A key focus for Tim is building strong relationships with his clients to understand their investment objectives, time horizon and risk tolerance.
“Every client situation is unique; it’s critical to consider each set of individual circumstances in order to provide the most suitable, personalised advice,” he says.
Tim believes Dixon Advisory’s research driven approach to investments and long-term outlook gives clients confidence that their wealth is being expertly managed.
“Having access to the knowledge and expertise of a dedicated Investment Committee is a great resource when providing advice,” he says. Tim clearly communicates their insights to inform his clients about market trends and appropriate investment opportunities.
According to Tim, investments can be complex and global markets are changing rapidly, making diversification critical in portfolio construction. He works to make sure all clients have a good understanding of their investments, to allow them to make more informed decisions.
Prior to joining Dixon Advisory, Tim completed his Master of Business Administration at Lindenwood University, Missouri, USA. He also has a Bachelor of Finance from the Australian National University, a Graduate Diploma in Financial Planning and is authorised to provide investment advice by the Stockbrokers Association of Australia.