Delta Portfolios is a the result of a merger between two of Australia’s longest running asset consulting firms specialising in helping financial advisers design robust portfolios for personal investors
Michael is Co-Chief Investment Officer and has over 25 years’ experience in investment management and asset consulting. He founded Delta Research and Advisory, held senior roles at Westpac and Suncorp, and is a CIMA® and CFP®. His expertise includes asset allocation strategy and the proprietary Delta Factors system.
Tim is Co-Chief Investment Officer and Head of Asset Allocation. He founded farrelly’s Investment Strategy, and previously held senior roles at Macquarie Bank, Macquarie Investment Management, and Monitor Money Corporation. He holds an MBA from Harvard and a Bachelor of Engineering from the University of Melbourne.
At Delta Portfolios, we help financial advisers build resilient, high-performing portfolios that reflect their unique investment beliefs – supported by deep research, data-driven insight, and seamless implementation.
Whether you're seeking efficiency or greater strategic control, Delta brings the expertise, tools, and flexibility to help you deliver better outcomes for your clients.