Tim Klingner
Director at Axis Investment Centre- Claim this Profile
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Bio
Experience
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Axis Investment Centre
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Australia
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Financial Services
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1 - 100 Employee
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Director
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Dec 2018 - Present
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Senior Financial Adviser
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Jul 2016 - Present
Tim brings his direct equity experience to Axis Investment Centre whereby he is able to deliver outcomes suitable for all clients. As Axis holds their own Australian Financial Services Licence, Tim is truly able to operate as an independent financial adviser where his focus is on delivering outcomes that are in the best interest for all clients.Tim is focused on ensuring the full range of financial needs and goals are met by his clients with a strong emphasis on the education of a client along the way. Show less
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RI Advice Group
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Australia
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Financial Services
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1 - 100 Employee
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Financial Adviser
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Sep 2014 - Present
Tim brings to RetireInvest the leadership and drive that borne from his time in the Australian Army as a commissioned officer to the financial services industry. It is through Tim’s attention to detail that he is able to identify problems and work with his clients to generate a solution. Tim works independently and as part of team to generate outcomes. Tim applies the discipline that was required to function as a leader in peace and war time to his career in financial services to the benefit of his customers. Finding efficiencies is something Tim is extremely passionate about. Tim has a very strong interest in investments and holds a direct share portfolio that he actively manages, along with being accredited as an ASX Listed Product Advisor he is able to provide advice using direct strategies. Show less
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ANZ
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Australia
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Banking
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700 & Above Employee
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Financial Planning Associate
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Jun 2013 - Sep 2014
• Worked amongst a team of finance professionals to deliver financial outcomes for our customer. • Provided personal advice in investment, both within and outside of the superannuation environment. • Identified and rectified financial risks through a combination of investment and insurance. • Developed a best practice method of managing client interactions that was delivered to my peers to be integrated. • Worked amongst a team of finance professionals to deliver financial outcomes for our customer. • Provided personal advice in investment, both within and outside of the superannuation environment. • Identified and rectified financial risks through a combination of investment and insurance. • Developed a best practice method of managing client interactions that was delivered to my peers to be integrated.
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Australian Army
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Australia
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Armed Forces
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700 & Above Employee
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Operations & Planning Manager
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Sep 2011 - Jun 2013
• Held the rank of Army Captain and worked in various roles as an Aviation Operations Manager, Planning manager and Desk Officer.• Took up a high profile planning and operations management role with an Army organisation operating a fleet of specialist helicopters.• Reported to the Managing Director.• Played a key role in planning resourcing and managing aviation operations within Australia and abroad.• Led teams of over 100 staff at the line staff, supervisor, manager and senior manager levels to successfully steer the business through a period of intense organisational change during a time of unprecedented operational tempo.• Responsible for strategic and operational planning, infrastructure development, operations management, logistics, maintenance, people capital, risk management, employee relations, transport, compliance, corporate governance and training.• Developed an organisational framework for supporting a resource-intensive helicopter platform and was deeply involved in all aspects of project management, including facilities infrastructure, training requirements and operational support needs.• Advised on Integrated Logistics Support and general supply chain requirements.• Managed various human resources functions, including coaching, training, performance appraisals, career development, organisational development and performance management.• As a confidante, provided advice to the Managing Director on operational performance, capability development, organisational structure, internal processes and policy.• Operated in multinational teams, in remote locations, with limited support.• Developed a range of skills that are directly transferable to any employer, including strategic planning, operations management, risk management, personnel administration, teamwork, leadership development, problem solving, interpersonal communication, conflict resolution, organisational, customer service and management reporting skills. Show less
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Helicopter Pilot / Acting General Manager
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Feb 2009 - Sep 2011
• Initially took on a busy role as a Pilot before working as the Acting General manager for several months and later leading a helicopter troop.• As a Troop Leader and Pilot, managed teams of up to 30 staff supporting 2 aircraft.• Functional responsibilities included flight planning, flying operations, staff management, regulatory compliance, safety and customer service.• Personally flew all manner of sorties, including day, night, sea transit, low level flying, nape of the earth, hook and hoist, high density altitude ops, special operations, aeromedical evacuations, formation, flying in built up areas and other sorties.• Responded to emergencies on the ground and in flight, including all manner of mechanical, electronic and customer incidents.• Demonstrated an ability to remain calm under pressure and make sound decisions with limited information in circumstances where the lives of passengers depended on my judgement.• Gained exposure to working at height, in confined spaces and using a spectrum of specialist emergency equipment.• Maintained a comprehensive knowledge of emergency response procedures, aircraft operating procedures, cabin procedures, legislative requirements, airport systems and incident management policies.• Undertook dangerous goods training annually and transported all manner of cargo, including flammable and explosive goods.• Checked aircraft weight and fuel supply, reviewed cargo types, monitored dangerous and explosive ordnance and checked load restraints.• Liaised with airport staff to determine cargo management requirements.• Advised the General Manager on aviation quality assurance matters, risk management and mitigation, training standards, resource availability and human resources issues.• Stood in for the General Manager for several weeks and led a team of 100 staff operating 6 helicopters.• Worked abroad in Afghanistan under operational conditions. Show less
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Thompson Drilling
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Beverly Uranium Mine
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Driller's offsider
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Jan 2005 - Jul 2005
• Operated at the remote Beverly Uranium Mine in South Australia. • Worked independently and in a small team to achieve the aims of our customer. • Was required to show initiative to solve problems to achieve the desired outcomes • Operated at the remote Beverly Uranium Mine in South Australia. • Worked independently and in a small team to achieve the aims of our customer. • Was required to show initiative to solve problems to achieve the desired outcomes
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AWB
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Manufacturing
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200 - 300 Employee
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Grain Classifier
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Dec 2004 - Jan 2005
• Classified produce correctly so that growers received the correct premium. • Resolved conflict when growers did not agree with the classification in heavily customer focussed environment. • Classified produce correctly so that growers received the correct premium. • Resolved conflict when growers did not agree with the classification in heavily customer focussed environment.
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Education
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Southern Cross University
Bachelor’s Degree, Business Administration -
University of Adelaide
SMSF Specialist Course, Distinction -
Kaplan Professional
Accredited Listed Product Adviser (ASX ALPA) -
Kaplan Professional
Diploma of Financial Planning -
Army Helicopter School
Helicopter Conversion, Dux of Course -
Royal Military College - Duntroon
General Service Officer First Appointment Course, Management