Tim Renfrey Location
- Melbourne, VIC, AU
Tim Renfrey Work
- 2024 - now Private Wealth Adviser @
- 2023 - 2024 Professional Year - Provisional Financial Adviser @
- 2022 - 2023 Desk Assistant @
- 2018 - 2022 Paraplanner @
- 2015 - 2018 Paraplanner @
Tim Renfrey Education
- Kaplan Professional
Accredited Derivatives Adviser Level 1 (ADA)
2024 - 2024 - Kaplan Professional
Graduate Diploma of Financial Planning
2022 - 2023 - Kaplan Professional
Advanced Diploma of Financial Planning
2018 - 2019 - Kaplan Professional
Diploma of Financial Planning (RG146)
2016 - 2017 - University of Adelaide
Bachelor’s Degree (Commerce (Corporate Finance))
2013 - 2015
Tim Renfrey Skills
- Portfolio Management
- Strategic Financial Planning
- Customer Service
- Account Management
- Sales
- Superannuation
- Investments
- Finance
- Financial Services
- Financial Planning
Tim Renfrey Summary
- Tim Renfrey, based in Melbourne, VIC, AU, is currently a Private Wealth Adviser at Ord Minnett. Tim Renfrey brings experience from previous roles at Ord Minnett, People's Choice Credit Union and Crosby Dalwood Pty Ltd. Tim Renfrey holds a 2024 - 2024 Accredited Derivatives Adviser Level 1 (ADA) @ Kaplan Professional. With a robust skill set that includes Portfolio Management, Strategic Financial Planning, Customer Service, Account Management, Sales and more. Tim Renfrey has 2 emails on RocketReach.
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