About Me

Tom is a financial planner who aims to help clients in building, protecting and transferring their wealth in an efficient manner. He has 25 years experience in financial services working in leading firms including ANZ, Citibank, IOOF and OneVue. Tom completed a Bachelor of Commerce at the University of Western Australia and has Graduate Diplomas in Applied Finance & Investment and Financial Planning. He is a Fellow of the Chartered Institute for Securities & Investment and is a Financial Planner AFP member of the Financial Advice Association of Australia.