Tim is an actuary by training and spent 22 years at Willis Towers Watson (WTW) as a Senior Investment Consultant, advising institutional investors on asset allocation, portfolio construction and investment manager selection.
During his time at WTW, Tim worked closely with Bellmont’s outgoing Chief Investment Officer, Michael Block, advising him on investment strategy and asset allocation while Michael was General Manager of Investments at WorkCover NSW.
Tim also brings significant leadership experience, having led WTW’s Australian Investment Strategy Team for five years and its Advisory Portfolio Group for three years. Most recently, he served as Senior Portfolio Manager, Sustainable Investment at Australian Retirement Trust (ART).
Tim’s appointment strengthens Bellmont’s investment capabilities, bringing decades of institutional experience and a depth of knowledge across portfolio construction, investment strategy and manager selection.
His experience will support Bellmont’s continued focus on delivering institutional-grade investment solutions and truly tailored portfolios for independent financial advice practices and their clients.