TIM FORREST - ASSOCIATE

I was raised in Perth, with strong family roots in Geraldton, where my values and perspective were shaped from an early age. My father, an accountant, regularly spoke about the importance of managing money, maintaining financial discipline, and planning for the future. These early influences sparked my interest in finance and ultimately led me to pursue a career in financial planning.

Today, I am driven by a passion for helping clients achieve their financial goals through building strong, long-term relationships founded on trust. I enjoy taking the time to understand each client’s individual circumstances and providing tailored, strategic advice to support their journey. I also have a keen interest in the complexities of investment markets and value staying informed to deliver thoughtful and well-considered insights.

Outside of work, I have a strong interest in sport, particularly AFL, NBA, and the English Premier League. I also actively compete in triathlons and other endurance events.

I hold a Bachelor of Commerce (Finance and Financial Planning) and am currently completing the Financial Planning Professional Year as I work towards becoming a qualified financial advisor.