Title: Director at Crosbie Wealth Management
Private Client Adviser | Director, Crosbie Wealth Management | multi award-winning adviser | superannuation specialist | Master of Commerce (Financial Planning)
Are you a financially successful individual or family with large, complex investments who needs a highly experienced, trusted adviser to guide your decisions? Do you place a high value on stewardship as well as strategy?
Tim Deamer's reputation as a credible, savvy investment adviser over the past 20 years has earned him a spot on the prestigious list of Most Trusted Australian Advisers, by the Beddoes Institute.
He's also been named one of the national top ten advisers by AFR Smart Investor Magazine and awarded Securitor Financial Group's National Adviser of the Year.
Tim helps high income professionals, business owners and families to craft wealth management strategies that are wise and founded in stewardship.
If you're financially successful and an expert in your field, chances are you're also very engaged when it comes to managing your wealth and making the right investment decisions. This is where Tim's gift for explaining the relevance of complex information to your circumstances becomes a tangible asset.
Strategic planning for a successful family holding will often involve protection of assets and the transfer of business control.
"I like dealing with good people. They like dealing with an authentic adviser."
Tim's proactive approach sees him co-ordinating a whole host of services for clients including medical professionals, executives, CEOs and self-funded retirees.
"If you're a busy and successful person, more than most you need your team of advisers to do what they say they're going to do. Peace of mind is built on trust."
Tim Deamer is a Certified Financial Planner, an SMSF Specialist Adviser and has a Master of Commerce (Financial Planning). He’s an Authorised Representative of Securitor Financial Group.
Email: firstname.lastname@example.org for strategy planning and expert investment advice