- Certified Financial Planner, CFP®
- Bachelor of Business (Financial Planning)
I'm committed to providing guidance on complex areas in easy-to-understand language.
Tom recently joined StatePlus in Canberra after serving as a strategic financial planner in Melbourne CBD. Tom brings outstanding technical knowledge to his role and is passionate about helping his clients set and achieve their goals. Tom holds a Bachelor of Business, specialising in Financial Planning and is close to achieving the CFP® designation – the highest accreditation in Financial Planning.
Having grown up in rural Victoria before spending most of his career in Melbourne, Tom has settled in very well to the balance of Canberra life. Tom keeps fit and is an avid gym goer and cyclist. In addition, Tom is a dedicated Essendon supporter, although he has had to adjust to a much less frequent AFL schedule in Canberra.