Townsend Cobain
Tim Townsend is an accomplished financial professional currently serving as the Director of Adviser Engagement at WealthLeaders eXchange since September 2023, where the focus is on enhancing discussions among financial advisers to improve investment decision-making. As a founding Partner at TownsendCobain Private Wealth Partners since January 2013, Tim provides personal wealth management advice. Previous experience includes a consultancy role at Aliier LLC (2012-2015), serving as Principal at WHK Melbourne from April 2000 to January 2013, and working as National Manager of Financial Planning at Perpetual Trustees from January 1996 to April 2000. Tim holds a Diploma of Financial Planning (CFP) from Deakin University, earned between 1990 and 1993, and received an education at The Southport School from 1972 to 1977.
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Townsend Cobain
We believe… ➡ Being trusted to manage and invest someone's wealth is a true honour and privilege. ➡ Relationships matter, and trust is earned. ➡ Wealth management should truly be personal and personalised, holistic and all-encompassing. ➡ In 'marrying' our clients, committing to the same goals and priorities, sharing successes, prioritising their needs and being there in good times and bad. ➡ Strong partnerships with other best-of-breed providers who share our values, beliefs and principles are central to our and our client’s success. ➡ Our role is to enable our clients to approach life with confidence, secure in the knowledge that their wealth is actively and appropriately invested with genuine care and commitment to their best interests. Townsend Cobain is a privately owned financial advisory practice and investment house that holds its own AFSL. Our structure and autonomy allow us to truly partner with clients and provide a holistic service and degree of accountability that is unique and rare in today’s world.