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Tim Bailey Location
Sydney, NSW, AU
Tim Bailey Work
Head of Optimisation @ (September 2024 - Present)
Head of Risk and Control Advisory @ (October 2022 - October 2024)
Executive Manager Risk and Control Advisory @ (October 2020 - October 2022)
Executive Manager Risk and Control Advisory (Secondment) @ (March 2020 - September 2020)
Senior Manager Risk and Compliance @ (November 2019 - March 2020)
Manager Financial Planning Operations @ (January 2018 - November 2019)
Advice Delivery Manager @ Anne Street Partners Financial Services Pty Ltd (November 2017 - January 2018)
Distribution Support Manager @ Anne Street Partners Financial Services Pty Ltd (May 2016 - January 2018)
Manager - Partnership Paraplanning and Dealer Groups @ (April 2015 - May 2016)
Paraplanning Operations Manager @ (February 2014 - April 2015)
Executive Paraplanner @ (December 2013 - February 2014)
Senior Paraplanner @ (September 2012 - December 2013)
Paraplanner @ (September 2010 - September 2012)
Senior Associate @ (January 2008 - January 2010)
Tim Bailey Education
Kaplan Professional
Advanced Diploma Financial Services (Financial Planning and Services)
2008-2012
University of Sydney
Bachelor of Economics (Economics and Finance)
2004-2007
St Augustines
Tim Bailey Skills
Business Risk
Financial Advisory
Financial Services
Investment Advisory
Investment Strategies
Investments
Pensions
Retirement Planning
Strategic Financial Planning
Structured Products
Superannuation
Wealth Accumulation
Wealth Management
Wealth Management Services
Leadership
Distribution
Marketing
Microsoft Office
Support
Customer Service
Strategy
Team Building
Tim Bailey Summary
Tim Bailey, based in Sydney, NSW, AU, is currently a Head of Optimisation at Hollard Insurance Australia. Tim Bailey brings experience from previous roles at Hollard Insurance Australia and Commonwealth Bank. Tim Bailey holds a 2008 - 2012 Advanced Diploma Financial Services in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Business Risk, Financial Advisory, Financial Services, Investment Advisory, Investment Strategies and more. Tim Bailey has 2 emails on RocketReach.
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