Gareth Tomlinson

Catalyst Advisers Pty Ltd

Gold
7 Yrs Experience
Sydney, NSW 2000
My goal in life is simple. To help the everyday Australian improve their relationship with money so they can be happier and healthier. Good advice should be easy to understand and communicate. I enjoy exploring all options and outcomes for my clients to help them to make informed decisions. I also appreciate that good advice focuses on both financial and lifestyle goals and that life isn't all work with no play.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Where I am confident I can add value, I charge a fixed, flat fee that reflects the work involved and the value I can add. If I feel I cannot add value, I will decline offering advice. Transparency and trust are key to successful financial advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Business (Business Management and Economics)
  • Language spoken
    • English

Catalyst Advisers Pty Ltd

Level 5, 2 Bligh Street
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Friday
  • 9:00am – 6:00pm Monday – Thursday

Licensed by

Spark Advisors Australia Pty Ltd

AFSL 380552

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"The advice that Gareth has given us covers every aspect of our financial life and well-being. He has been responsive, insightful and extremely clear in explaining options and helping us make wise decisions. We have been working together for just over a year and he has already made a significant impact not only to our long term strategies but also our immediate situation. And across all this, he has been friendly and engaging and, above all, patient as he has walked us through some of the options we wanted to consider before guiding us to outcomes that totally align with our goals."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gareth and his team have been exceptional in their professionalism and dedication. We were given a free first consultation, and then opted for a full statement of advice. Gareth and his team then spent a significant amount of time working through our complicated financial situation to come up with an extremely individualised and detailed plan to match our goals. We really valued how much Gareth showed care above and beyond his financial advice. He was always willing to listen to our concerns, explain things to us, and adapt his advice according to changes in our life plans. He always displayed honesty, transparency and never put pressure on us to do anything we were not comfortable with, always allowing us time to make decisions and ask questions about his advice. We would recommend Gareth and his team to anyone."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gareth was an absolute pleasure to work with. He was friendly, approachable and his advice was clear and concise. My concerns and queries were always attended to immediately via phone, face-to-face or email correspondence. His honest approach to his work and his high level of expertise was respectable and his advice had immeasurable value. He assisted with my budgeting and managing my superfund. I would highly recommend him to friends and family."

  • Superannuation
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over the years, Gareth has been an exceptional partner in helping me plan and manage my finances. My journey with Gareth started in 2017, when I went to see him with help managing credit card debt. Gareth assisted me with budgeting and improving my cash flow, enabling me to clear all my credit card debt, opening so many opportunities though financial freedom! Gareth is extremely knowledgeable in many aspects including budgeting, cash flow management, goal setting, investing, superannuation and insurance to provide his clients with an holistic view of their finances. Gareth promotes active involvement in financial management, and keeps himself informed about the latest economic trends. It is not uncommon to receive the occasional mail from him with interesting articles to read, a nice touch!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gareth has been exceptional in his service to us and often goes above and beyond. He has helped us plan for our retirement, shares and investments, ensures that we understand what we have discussed and then empowers us to use the knowledge we have gained. He is the best adviser we have worked with."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Gareth Tomlinson profile photo

Gareth Tomlinson responded on August 2019

"Thank you so much Georgia. This means the world!"

5.00

"Gareth has given us advice in managing all aspects of our finances including budgeting, loans, investments, superannuation and insurance. Gareth's knowledge and experience is very impressive and we always feel confident and well informed when implementing his advice. I would highly recommend Gareth."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gareth has gone above and beyond my expectations in providing solid financial advice and wealth creating options. What I appreciate most about Gareth is the time he invests to continue to educate me in all areas of financial planning and always provides exceptional customer service. Gareth has assisted in setting up my self managed super fund, increasing my cash flow, investing in shares and budgeting. Most importantly, Gareth is someone I can trust ."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Tier 1 Margin Lending (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Bachelor of Business (Business Management and Economics)

Level
7 - Bachelor Degree
Institution
Charles Sturt University (CSU)
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Tax Practitioners Board (TPB)

Membership type
Member
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