Client Service, Financial Planning
Tyler has is a Client Service Manager at Rising Tide Financial Services, Melbourne.
Tyler brings a wealth of international experience to us at Rising Tide Financial Services. Working with a large Canadian bank advising clients of their banking needs, before working as an equity analyst at a family owned diversified investment company.
He joined the team here in March 2019 and works alongside Director and Senior Financial Planner Matt Hale and Sam Jewell, another of the financial planners in advice implementation, meeting with clients and developing relationships.
Tyler is a problem solver, taking an analytical and measure approach to the work, displaying an innate ability to solve problems and find solutions.
He loves to see results and takes great joy in seeing people from all backgrounds benefit from our advice and see solutions in our business. Tyler is inspired by his desire to hep people and educate them, passing on what he has learned so they benefit.
He knows it can be a challenge to understand your finances, and then to implement and stick to a plan, but Tyler loves to be in the journey with you, acting as a financial guide and a coach, to help you achieve your personal objectives.
He is a great communicator, with plenty of energy and a love of the written word.
When he is not working, Tyler can be found outdoors engaging in sports and fitness or enjoying nature. He claims he is a sportsperson, but we know he is the worst basketball player in the Docklands precinct. He is a team player in all he does and is looking forward to being accepted as a CFA Charter candidate
Get in touch with Tyler today!