Darren Tomasini

Retirewell Financial Planning Pty Ltd

Platinum
13 Yrs Experience
Brisbane, QLD 4000

Thank you for viewing my profile, I am a experienced International Financial Adviser, having worked in both the Australian market and also mainland China, where I served on the Australian Chamber of Commerce’s Financial Services Committee for Shanghai and also on the Committee for St James Place Charitable Foundation, where we raised millions of dollars towards great causes, such as funding orphanages in China and helping underprivileged children receive life saving heart surgery. I hold a Masters of Applied Finance with a double major in Investment Analysis and Corporate Finance.

I have a demonstrated history of working at a high level in the financial services industry. Skilled in a range of Securities Analysis, Investment Advisory, Sensitivity and Scenario Financial Modelling, Risk Management, and Investment Management. Whether you are a client seeking a traditional Strategic Asset Allocation (SAA) or Outcome-Based Investing (OBI) approach, I am committed to doing what is best for our clients, most of whom are self-funded retirees, professionals, executives, or small business owners. I operate under a 100% independent advisory model set out by ASIC and accept no referral fees or commissions from 3rd parties and have a complete fee for service structure. That means a strong adviser-client relationship, supported by extensive resources and experienced financial advisers with expertise in a wide range of wealth management disciplines.

In the past I have worked in the Australian Army Reserve as a Finance Clerk, responsible for auditing and compliance of Army public and non-public monies, but I am currently inactive. I am also a sworn in Certified Justice of the Peace.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.98
  • Number of reviews 53
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Retirewell Financial Planning Pty Ltd

Suite 6A, Level 6, 79 Adelaide Street
Brisbane, QLD 4000

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Retirewell Financial Planning Pty Ltd

AFSL 247062