Tom Finnegan

Total Wealth Group Pty Ltd

Gold
14 Yrs Experience
Newtown, QLD 4350

Recent reviews

Total Wealth Group Pty Ltd

256 Bridge St
Newtown, QLD 4350

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 8
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

4.90
8 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"My husband and I always feel good leaving Tom’s office after our discussions about our finances, insurance, super etc and am confident in our future. Tom is great in putting it into terms we both understand."

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

"My role with my employer was recently made redundant and Tom was recommended to me via my Accountant. Both my wife and I met with Tom and he went through the strategies to assist us move forward and we felt comfortable with his advice and suggestions to allow us to move forward and plan for transitioning to retirement in due course"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Thomas has given me realistic advivce on how to set up annuity, assisted in preparation for my pension which I submitted in December without any hassles. Appreciated his sincere approach to my financial questions."

  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tom has given us advice to help us with our future. Retirement does not seem like an impossible dream anymore. He explained everything in the language that we both understood and no question was a problem. He is always a phone call away."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Tom for some years now and have always been very impressed with the soundness of his advice, but also the way his understanding of us and our individual circumstances has underpinned his advice. The truly wonderful thing is that we can relax in the confident knowledge that we are on the right track. We have recommended Tom to friends and relatives and will continue to do so in the most glowing terms."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tom is very easy an friendly to deal with."

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

"Tom recently assisted with an income protection insurance claim after sustaining an injury that impacted my work - he made this such a simple, efficient and effective process and took the stress out of a situation that I was unfamiliar with and one that could have been quite stressful. I am especially grateful for his expert management of this situation. Additionally, with the sale of our home, the purchase of our next project, the management of our investment property and the guidelines for my children to get them started on their management of finances Tom has exceeded all our expectations and his assistance has been notably generous and most helpful. We are very thankful to him for all the guidance he gives us. We would more than happily recommend his services to anyone!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tom was very good is very at giving options and explaining ramifications of each option. I was very wary about approaching a financial advisor for a number of years as I was sceptical about were they working on my best interests or theirs. Didn't take long for Tom to allay my fears and am fully confident of his ability to do the right thing by me."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • 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
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Cavendish and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
Cavendish/International Centre for Financial Services (ICFS)
Completed
2014

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2015

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2010

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Southern Queensland (USQ)
Completed
2008

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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