Escala Partners
Tim Cudlipp is an experienced Investment Advisor at Escala Partners since August 2013, specializing in personalized wealth management for ultra-high net worth individuals, family offices, non-profit organizations, and institutional investors. Prior to this role, Tim served as an Investment Assistant at UBS from September 2009 to July 2013, where responsibilities included supporting advisors and conducting cash and securities analysis. Tim holds an Advanced Graduate Diploma of Financial Planning from Kaplan Professional (2015-2017) and possesses a Bachelor of Commerce & Economics from the University of Miami (2008-2009), as well as dual Bachelor of Commerce and Bachelor of Economics degrees from Monash University (2004-2009).
This person is not in any offices
Escala Partners
Escala Partners is the new standard in personalised wealth management. Everything we do is designed to put our clients’ interests first and realise their financial aspirations. We develop tailored strategies focused on creating and preserving wealth; offer objective, considered advice based on market-leading research; and work collaboratively as a team so we can deliver superior outcomes. This is our point of difference: a completely new experience in wealth management. Escala Partners Pty Ltd. is a Corporate Authorised Representative of Escala Wealth Management Pty Ltd (AFSL 456207). Our important information can be seen at https://escalapartners.com.au/important