R&T Private Wealth is an alliance between Regina Davern and Timothy Adams. We have recently opened our new office at Docklands which is very convenient for clients coming from all sides of Melbourne. We have combined to form a boutique, highly skilled, personable and truly caring practice with a special focus on ensuring our clients are able to move into an active and enjoyable retirement. We aim to empower our clients to be able to enjoy the travelling, caravanning or a 5 star cruise around the world, "whatever you really enjoy" while knowing that we are working behind the scenes with you to ensure that your money lasts for your lifetimes. We offer pro- active and strategic advice that you can trust. We feel that our clients are also our good friends. We aim to be the Advisers who become your trusted guides. The team at R&T Private Wealth will work to ensure that you can "sleep at night" through all the ups and downs of the markets. Trust is what our practice is all about. Both Regina and Tim hold the strongest level of educational requirements and we are both members of the Financial Planners Association (FPA). Regina has been a fully qualified Financial Planner for over 25 years. She became very well known in the Hong Kong Australian "ex-patriate" community and the Chambers of Commerce for her informative presentation on "How to Retire in Australia and Pay No Tax". Many of her Hong Kong clients are now living the dream retirement in Australia as clients of our practice. This global perspective and a focus on capital preservation is a combination that few financial planners can offer. In addition to being a Certified Financial Planner, Tim is a fully qualified Accountant (CPA) and Property Valuer. He has now spent over 15 years combining financial planning and stock broking and is passionate about helping families grow their wealth with a special interest in self -managed superannuation funds (specialist adviser with the SMSF Association). Together, this means our practice has over 40 years of experience. ...
| Website | http://www.rtprivatewealth.com.au |
| Revenue | $218000 |
| Employees | View employees |
| Address | 15/level 12 401 Docklands Dr, Docklands, Victoria 3008, AU |
| Phone | +61 3 9939 3823 |
| Fax | +61 3 9939 3823 |
| Industry | Insurance |
| Competitors | Perpetual Limited, Magain Real Estate, Australian Medical Association (SA), Centric Wealth, Switzer Financial Group, Wealthwise Financial Planning, Crescent Wealth, Copia, Professional Wealth Pty Ltd, Tyndall Australia Ltd. +12 more (view full list) |
| SIC | SIC Code 63 Companies, SIC Code 641 Companies, SIC Code 637 Companies, SIC Code 64 Companies |
| NAICS | NAICS Code 525 Companies, NAICS Code 52 Companies, NAICS Code 5251 Companies |
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R&T Private Wealth Questions
The R&T Private Wealth annual revenue was $218000 in 2026.
R&T Private Wealth is based in Docklands, Victoria.
The NAICS codes for R&T Private Wealth are [525, 52, 5251].
The SIC codes for R&T Private Wealth are [63, 641, 637, 64].
