Tom is a fully accredited Personal Financial Adviser and Regional Prosperity’s Engagement Leader, with five years in financial services. He’s a genuine all-rounder — just as comfortable helping someone get their finances organised as he is guiding a business owner or mapping out a retirement — which makes him a steady, capable first port of call whatever your situation.
Increasingly, clients come to Tom for retirement planning, investment advice and personal insurance — the areas he enjoys most and where he does some of his best work. He’s driven to build a long-term career here and to support his clients the whole way through, not just at the start. That commitment to the relationship is something the people he works with notice quickly.
Tom is a local through and through. Off the clock he’s President of the Irrewarra–Beeac Football Club, out on the tennis court or following the footy, catching up with family and friends, or travelling when he can — he spent six weeks exploring Europe in late 2024. That same energy and motivation is exactly what clients get when they work with him.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAll consultation are free with no charge. Up until the point where you decide if you would like to go ahead with advice. At that point I will quote a fee
At a glance
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Adviser status
Bronze
- Years of experience 1
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Highest qualification
- Bachelor of Commerce (Financial Planning)
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Language spoken
- English
Regional Prosperity
39 Gellibrand StColac, VIC 3250
Meeting methods
- In person
- Phone
- Video call
Licensed by
Personal Financial Services Limited
AFSL 234459