- Certified Financial Planner CFP®
- Bachelor of Commerce
The most rewarding aspect of my role is providing confidence to clients regarding their financial future
Tom is a Financial Planner with five years’ experience in the finance industry. He maintains an intensive study program, with the aim of always providing his clients with the most up-to-date financial planning information, tailored to their personal circumstances.
Starting his career in finance as a Paraplanner in 2012, Tom has completed his studies and is a fully Certified Financial Planner. He aims to provide his client base with an educational, valuable and inspiring experience when developing an effective financial strategy for their eventual post-retirement life.
Having studied and attained a Bachelor of Commerce and CFP, Tom is committed to furthering his own professional development and sharing that knowledge with his clients to offer them the best possible financial planning advice.