Example tooltip content.

Tim Wedd

Financial Adviser

|

Certified

Tim Wedd

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

Learn more

Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

Learn more

Tim is widely recognised within the Australian financial services industry as a leading technical specialist, financial educator and financial planning strategist. Prior to establishing Crystal Wealth Partners, Tim led the specialist technical education and consultancy practice, Financial Essentials, for over a decade before the company was acquired by Fairfax Media in 2008. Tim has over 35 years ‘hands-on’ experience in specialist SMSF, technical, consulting and financial planning roles for major organisations including MLC, AXA, AMP, Colonial/CBA, ING/ANZ and HSBC. Additionally, Tim is a former Director of the specialist SMSF and investment administration business Multiport and a former Director and Chairman of the Australian Retirement Income Streams Association (ARISA). As a member of the FSC Superannuation Working Group, Tim has been actively involved in industry policy work and technical representation to Government. His extensive FSI experience has fuelled Tim’s passion for retirement planning and building robust investment portfolios that deliver to his clients’ stated objectives. Tim is committed to helping clients achieve their retirement goals within a constantly changing environment. Tim is married with three children, all of whom engage in a range of sporting activities encompassing football, cricket, gymnastics, athletics and equestrian. When he does get some time to himself, Tim explores his more reserved personal interests of golf, music, travel, good food & wine.

Address

Level 7, 6 O'Connell Street, Sydney, NSW, AU, 2000

Phone

Mobile

Email

We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.

Organisation

  • Crystal Wealth Partners Ltd

Company number

Services offered

Certified products

Approved products

Find a Certified
Financial Adviser

Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.