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Creating
Personal Service
in a

Depersonalising
World


 

About

ABOUT

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In a world increasingly driven by automation, algorithms, & efficiency, Tim Townsend stands for something refreshingly different: genuine human connection.

With over 30 years of experience in the financial advice profession, Tim has built a reputation not just as a successful adviser and business leader, but as a master communicator, a catalyst for change, and a champion of personal service.

MEET TIM

Partner & Private Wealth Adviser
Co-Founder, TownsendCobain – Private Wealth Partners
Co-Founder, WealthLeaders eXchange

Tim’s journey—from growing up on a remote island, in Northern Australia,  as the son of a lighthouse keeper to building & running a highly successful personal advice practice in Melbourne, Australia - has been defined by one core belief: people matter most.


He has led cultural transformations in large financial institutions, built boutique advice businesses from the ground up, and now shares his insights with business leaders 

through keynote presentations, forums, and workshops.
 

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Speaking

SPEAKING

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MISSION MATTERS MONEY

With Adam Torres

Tim interviewed for Mission Matters Podcast with Adam Torres. Ranked among the top 2% of all podcasts globally and with guests that include the world’s top business leaders, being a guest on this podcast is a testament to just how unique our commitment to personalised service is in today's increasingly depersonalised world.

Tim explained what personalised service really means and why it matters. 

 

Have a listen here:
Apple podcasts – https://lnkd.in/gU-kKbYu

Spotify – https://lnkd.in/gf2kwTQJ

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FINANCIAL STANDARD

Best Practice Forum 

Tim held the position as MC for the Financial Standard’s Managed Account Forum. 

With almost $200 billion in funds under management and over half of all Australian financial advisers using them, the focus was on how the investment industry embraces data and emerging technologies to build strong, diversified portfolios and maximise productivity benefits to ensure value for money for clients. 

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ENSOMBL: KNOWLEDGE

With James Wringley

Tim sat down with James Wrigley from Ensombl to talk about our guiding principle – delivering truly personalised and personal service in an increasingly depersonalised world.

Over the course of the chat, Tim explains how he and Co-Founder, Rod Cobain have maintained and continued to prioritise this commitment as the practice has grown and evolved, all while embracing advancements in technology and AI and navigating the myriad of challenges the last decade has presented.

Have a listen here: https://lnkd.in/gM_W9vPN

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> Melbourne, Australia

Available for Overseas Travel & Virtual Bookings 

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