Tim Townsend, CFP®

Name Tim Townsend CFP®
Company Townsend Cobain Private Wealth Partners
Address Level 11, 468 St Kilda Rd
Melbourne, VIC 3152
Phone 0487 485 487

Tim Townsend is one of the two founding partners of TownsendCobain – Private Wealth Partners. This practice was established as a fee-based private firm with the aim of providing comprehensive wealth management services to individuals, families, and privately held companies.

With over 30 years of experience in the finance industry, Tim has specialized in financial planning. He dedicated nearly a decade to establishing and expanding Outlook Financial Planning, a financial planning practice based in a credit union. Tim later transitioned to the role of National Manager — Financial Planning for Perpetual Private Clients, where he spent five years. During this time, he developed financial planning services and processes for the Private Clients Division, overseeing their implementation both internally and externally. Tim also continued to personally advise high net worth clients.

Following this, Tim assumed the position of Chief Executive Officer at WHK Financial Planning, the financial planning division of WHK Group. Over the course of five years, he played a pivotal role in building the financial planning sector across the WHK Group.

After a decade in senior management, Tim became an advising Principal of WHK Melbourne, allowing him to return to his passion for delivering personalised advice and support. He has gained recognition for his ability to drive change within the business and stay ahead of the evolving expectations of the financial advice profession.

Over the past 10 years, TownsendCobain has experienced significant growth and has become a reputable and successful Financial Advice practice, managing over $300 million in assets.

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