Tim Coates

Tim Coates is the Head of Investor Relations at Investible. He is the former Director of the Private Client Team with Dixon Projects, Tim guides clients through the process of designing and building their ideal property, all the while ensuring that the decisions being made are valuable financial investments for the client, as well as a practical and aesthetically pleasing project.

Tim originally joined Dixon Advisory in Sydney, Australia and has utilized his expertise across a range of Dixon’s operations throughout his time there. These roles have included;

Investment management, assisting in the management of portfolios for high net wealth private clients across investments such as commercial property, stock, bonds and structured funds;
Co-founding a real estate investment service handling all elements with regards to purchasing residential investment property including market research, property identification, negotiation, finance arrangement and deal closing; and,
Business development for Self-Managed Superannuation Funds (retirement savings accounts in Australia).

These varied positions have all centered on helping private clients achieve optimal outcomes given their varied situations. Approaching projects in an analytical and client-centric manner has proven successful irrespective of the type of project, and is an ethos that Tim keeps at the center of everything he does.

“I enjoy helping clients maximize their financial position, regardless of the strategy that they’re undertaking. Real Estate transactions can be significant in size, and often involve juggling many different considerations. I get the most satisfaction guiding a client through a major project, and helping them get the best possible result – to watch a project come together for a client over several months is incredibly rewarding.”

Tim has a Bachelor of Finance, majoring in Corporate Finance and Investment Management, from the Australian National University. He also holds a Masters in Applied Finance (majoring in Financial Planning). Prior to joining Dixon USA operations, Tim was also licensed as a real estate and mortgage broker, stockbroker and financial planner.

In his spare time, Tim enjoys traveling extensively, reading and discovering new experiences around the New York region.

Tim Coates is the Head of Investor Relations at Investible, based in Sydney, New South Wales, Australia, Oceania. With a background in Financial Services, Tim Coates has a rich history of leadership and innovation.Tim Coates studied Bachelor of commerce Finance and financial management services at Australian National University. Explore their detailed professional journey, key connections, and contributions to the industry on our platform.