Tim Harris

CFPⓇ BA (Hons) MAS DipFP Compliance Manager, Research Manager, Complaints Officer and Representative of Waterfall Way Associates

Bio.

Tim has a Bachelor of Arts with Honours in Government and Public Administration (University of Sydney 1981-1985) and a Masters of Accounting Studies (University of New England 1992-1994).  He completed the Diploma of Financial Planning in 2000 and attained Certified Financial Planner® accreditation in 2001. Tim completed a Certificate IV in Carbon Management in 2011

Tim worked with a senior financial adviser from 1994 to 2004 in a Sydney-based financial planning practice, initially as a para-planner/administrative assistant and, as the practice expanded, as a technical adviser, leading a team of assistants and qualified planners supporting the senior adviser’s clients.  He has extensive experience in self-managed superannuation fund administration, as well as expertise in taxation planning, portfolio construction and analysis of financial markets and products

Tim served on the committee of the Mid North Coast Chapter of the Financial Planning Association from 2006-2014. As the chapter’s FPA-accredited CPD assessor, he coordinated local chapter professional development days and associated events. Tim was instrumental in directing part of the chapter’s fundraising efforts to Future2 and was involved in the first project/grant application to Future2 from a Coffs Harbour-based not-for-profit group.