Established in 2004, farrelly’s is the first independent, specialist asset allocation research service for investment advisory firms in Australia and New Zealand.
Its founder, Tim Farrelly, brings a unique combination of analytics, understanding of financial markets, knowledge of capital market history and insight into the practical requirements of financial advisers.
Tim is a member of Portfolio Construction Forum’s core faculty of leading investment professionals, contributing to the Conference, Markets Summit, and Academy programs.
Prior to founding farrelly’s, Tim was an Executive Director of Macquarie Bank Ltd, and Director of Macquarie Investment Management Ltd (MIML). At various times during his 14 years at Macquarie he sat on the MIML Asset Allocation and Risk Committees, and was responsible for distribution of the Bank’s products through third party financial planners and stockbrokers. Between 1981 and 1986, Tim was head of research for financial advisory firm, Monitor Money, where he was responsible for asset allocation and manager selection. He has an MBA (Distinction) from the Harvard Business School and a Bachelor of Engineering (Met) from the University of Melbourne, where he was awarded the J.Neill Greenwood Medal.
The Pillars of the farrelly’s Philosophy
“There is a whole lot more science to asset allocation than we suspected…”
The Tipping Point Tables are extremely useful…clients find them so easy to understand…”
“Keep it to yourself, it’s probably the best value we get from any of our suppliers.”
James Weir, Steward Wealth
Since the introduction of farrelly’s to my business in March 07 the majority of my clients got through the Global Financial Crisis virtually unscathed as a result of the clear and timely advice. Using Farrelly’s tools such as the “ tipping point” and the fresh approach to portfolio construction and review service, has been a real value add to my value proposition., This service helps me get better results for clients, better communicate the reasons for those results and I get better referrals as a result.
John Archibald, Red Lion Wealth Advisory
There is a simple elegance to the farrelly’s process that cuts through the complexity involved in making good investment decisions. And it makes them easy to explain to clients in a way that builds understanding and trust.
Jim Kilkenny, formerly Shadforth Financial Group
“farrelly’s asset allocation filled the missing piece in the puzzle for our portfolio construction process. It has enabled us to build quality portfolios within a sound framework and provides a proactive approach for our clients wealth creation and wealth preservation needs. We couldn’t live without it.”
Mark Carroll, Morvest Financial Planning
Not a member of Tim’s private ‘Just saying’ blog group?
Click below to request membership