- Diploma of Financial Planning
- Bachelor of Commerce
- FPA - Financial Planning Association
- CFP®- Certified Financial Planner (FPA)
In my role, I’m in a fortunate position that allows me to mentor our team, develop their
skills to their best potential and collectively harness this experience to deliver services that
exceed client expectations.
My focus is on understanding what my client’s situation is and what their needs and concerns are; it allows me to provide clarity through solutions that help them optimally reach their goals. I thrive on being able to help my clients see the results of our trusted advice and the freedom of choice that it brings.
In my mind quality financial planning is all about the client. Being able to help them choose the life they want is what I find most rewarding. There are few professions where it is possible to have such a positive impact on one’s ability to live a good life.
Tom's ideas of Financial Freedom
To support my family as they deserve and to have the choice to spend my time where and how I choose