Tim Renfrey

About Tim

Tim is a financial adviser with a decade of experience across wealth management, private wealth, and family-office environments. His career has been built around delivering thoughtful, tailored advice and creating a client experience that feels clear, structured, and genuinely supportive.

Before joining Inovayt, Tim worked with high-net-worth and ultra-high-net-worth families, managing individual portfolios ranging from $5 million to $150 million. His work covered everything from entity structuring and intergenerational planning to detailed financial modelling, liquidity planning, and asset-allocation reviews across listed markets, managed funds, property trusts, and private equity.

Earlier in his career, Tim worked as a Private Wealth Adviser and Associate Adviser, where he built and reviewed diversified investment portfolios, advised on superannuation contribution strategies, and implemented equity and options strategies including covered calls. His background also includes extensive paraplanning experience, giving him a strong technical foundation in strategy design, financial modelling, and preparing advice documents using Xplan.

Tim brings a calm, analytical approach and is committed to helping clients make confident long-term decisions. He enjoys simplifying complexity, building strong relationships, and supporting families and individuals through every stage of their financial journey.