Thomas Delaney CFP®
About Me
My name is Thomas Delaney, although many clients know me as Tom. I am a Canberra-based CFP professional with more than 10 years of experience helping individuals and families make informed decisions about their financial future.
I currently work with Barnett Lilley & Associates, where I provide holistic, goals-based financial advice across retirement planning, superannuation, investments, social security, personal insurance, cash-flow management and estate-planning considerations.
Before joining Barnett Lilley & Associates, I worked in financial-advice roles with Aware Super and Findex. At Aware Super, I supported clients across Canberra, Goulburn and Bega, including many Commonwealth and NSW public-sector employees and retirees.
I have particular experience with public-sector superannuation schemes, including the Commonwealth Superannuation Scheme (CSS), Public Sector Superannuation Scheme (PSS), State Authorities Superannuation Scheme (SASS) and State Superannuation Scheme (SSS).
I am also an FAAA Aged Care Specialist and Accredited Aged Care Professional. I assist individuals and families navigating the financial implications of aged care, clearly explaining their options and helping them make considered decisions during what can be a complex and emotional time.
My approach is personal, collaborative and relationship-focused. I take the time to understand what genuinely matters to each client and translate complex financial rules and strategies into clear, practical advice.
Outside of work, I am a keen road cyclist and enjoy travelling, following the AFL and spending time with my family.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Tax strategies
- Wealth management
-
Highest Level of Education Bachelor Degree
-
Years of Experience 11 Years