- CERTIFIED FINANCIAL PLANNER®
- Diploma of Financial Planning
- Bachelor of Biomedical Science
I am passionate about demystifying investment concepts, and working with my clients to make good decisions which make the most of their financial resources for a secure future.
Tom has been a financial planner since 2005 and has worked in the finance industry for over 11 years. Prior to joining StatePlus, Tom was a Private Wealth Manager with one of Australiaís major banks and also worked for an industry superfund and a global accounting firm.
With extensive knowledge of superannuation, tax, wealth accumulation, estate and retirement planning strategies, Tom is able to provide his clients with ongoing support and guidance to ensure each is taking advantage of the opportunities available to them. With a client centric approach and an ability to help clients focus on relevant financial information, Tom provides decision support ensuring his clients have confidence in their financial decision making now and throughout retirement.
Originally from the south coast, Tom moved to Sydney for his University studies and now calls Parramatta home. He enjoys a healthy lifestyle, good books, good food and is looking forward to being a proud dad and role model to his first child.