EK Financial Group is excited to welcome our newest Associate to the team!
Tim Lea joins the team as an Adviser in training where he will work under the guidance of Aaron and help deliver more service to our clients. Tim will be helping Zac with the Associate role, plus allow Zac the opportunity to step up and work more one-on-one with you all in the near future.
Tim is in the final stages of completing his Masters of Financial Planning with Deakin University so he is working 3 days a week until early July where he will finish his studies and move to a full-time position. He comes from a background in financial and business modelling and enjoys working on complex strategy, so I know he will be a great addition to the advice business and your relationship with us. He aims to commence his professional year (adviser training) in 2021, with the long-term goal of becoming a fully-fledged Adviser.
In the summer you can find Tim water-skiing or wakeboarding at Lake Eildon and in the winter; skiing or snowboarding on any mountain he can get to. He is a lifelong Collingwood supporter and won’t take it personally if you hold that against him.
I am sure you will be happy working with Tim and welcome him into the family business.
EK Financial Group