2017 -2018 Advice Delivery Manager @ Anne Street Partners Financial Services Pty Ltd
2016 -2018 Distribution Support Manager @ Anne Street Partners Financial Services Pty Ltd
2015 -2016 Manager - Partnership Paraplanning and Dealer Groups @
2014 -2015 Paraplanning Operations Manager @
2013 -2014 Executive Paraplanner @
2012 -2013 Senior Paraplanner @
2010 -2012 Paraplanner @
2008 -2010 Senior Associate @
Tim Bailey Education
Kaplan Professional
Advanced Diploma Financial Services (Financial Planning and Services)
2008-2012
Sydney University
Bachelor of Economics (Economics and Finance)
2004-2007
St Augustines
Tim Bailey Skills
Investment Strategies
Leadership
Wealth Accumulation
Distribution
Investment Advisory
Wealth Management
Wealth Management Services
Marketing
Microsoft Office
Investments
Retirement Planning
Financial Advisory
Financial Services
Support
Pensions
Customer Service
Superannuation
Strategic Financial Planning
Strategy
Team Building
Structured Products
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 Investment Strategies, Leadership, Wealth Accumulation, Distribution, Investment Advisory and more. Tim Bailey has 2 emails on RocketReach.
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