Tom Momsen

Newcastle Financial Planning Group

Gold
12 Yrs Experience
The Junction, NSW 2291
Tom Momsen is a business owner and financial planner within an industry with a strong focus on the future. As a co-owner of Armcrest Financial Advice his visionary nature helps his clients decide, control and drive their futures. Tom’s authentic, creative and inspiring nature helps clients to set clear and easy to follow paths to their brightest futures. Being in and around small business his whole life Tom’s focus is small and medium sized business owners. One of Tom’s personal goals is to travel to a different country each year so as to experience many different cultures.

Expertise

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 8
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Newcastle Financial Planning Group

15 Kenrick St
The Junction, NSW 2291

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.95
8 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Tom is by far the best adviser I have ever dealt with. Tom is warm, friendly and extremely efficient, which made the daunting task of planning my financial freedom, stress and worry free. He spent a great deal of time listening to my needs and understanding my circumstances before providing any financial strategies. His in depth knowledge and ability to explain complex financial aspects in simple, easy to understand terms were very welcoming. If you are looking for an adviser who genuinely cares about their clients and their financial needs, Tom is the man for you!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thomas has been assisting my family with managing our super and insurances for over four years now. Thomas is a great communicator , and his knowledge in the industry is exceptional. He even once assisted my family with a claim on a life insurance policy that he had no connection to.. he has gone above and beyond for my family consistently and I have no hesitation recommending Thomas for any service he provides. Mick Phillips"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tom explains everything in an easy to understand format and without fail goes above and beyond to ensure our super and insurances are appropriate to our ever changing needs. We always recommend him to our family and friends as we know that his advice is sound and trustworthy."

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

"Have known Tom for a while now and always found him to be very helpful. Michael"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Tom very easy to contact, he returns calls and emails promptly and efficiently. Tom goes out of his way to make appointent times that suit our young family. He provides common sense, practical advise for us to use to plan for the future. We find him very approachable and a pleasure to work with."

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

"Tom has gone above and beyond on multiple occasions for us. He has incredible product and process knowledge and takes the time to research options and explain things to us in depth to make the best decisions. He has definitely given my husband and I peace of mind that we are in good hands. I highly recommend Tom and his team to my clients already but also to anyone else considering his services."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Thomas is a trusted advisor that continually supports the requirements for my family and my personal financial future. He always makes himself available within a professional time frame and has always given suitable advise in a clear and concise manner. I look forward to benefiting from Thomas's insight and experience for the long term."

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

"Happy with advice"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2007

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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