Tom Rouse

Australian Catholic Superannuation & Retirement Fund

Platinum
10 Yrs Experience
Brisbane, QLD 4000
Hi, I'm Tom, a retirement planning specialist adviser*. I got into financial planning to help people understand their finances easier and put them in a better position for retirement. I am very lucky as I love what I do and financial planning to me is a vocation not a job. If you would like to have a chat about how I can help put you in a better position for retirement, please do not hesitate to contact me directly.  *Authorised Representative of Industry Fund Services Limited, ABN 54 007 016 195, AFSL No 232514

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

I specialise in providing Retirement Planning advice on a fee for service model.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 25
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Australian Catholic Superannuation & Retirement Fund

Cathedral House, Ground Floor, 229 Elizabeth Street
Brisbane, QLD 4000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Industry Fund Services Ltd

AFSL 232514

4.95
25 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 25

Sort by

5.00

"Tom has given us excellent advice to achieving the best outcome for our retirement. His knowledge is outstanding & he is very clear relaying this information to us. Through Tim’s experience, we feel very confident that the advice given is right for our situation."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tom has given my husband and I advice in areas including Superannuation, Tax strategies and Retirement Pension. He was always able to explain things to us in a clear way. Through Tom's knowledge and experience, we feel very confident that the advice given was right for our needs. We always received Tom's full care and attention when we needed it."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tom has always provided me with very sound advice on how to manage my finances for retirement. Tom has always explained complicated financial matters in in a very clear and concise manner. I am very confident that the advice given was right for my needs. I always received Tom’s full care and attention when I needed it."

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

"Tom has given us advice in areas including Superannuation, cash flow and income from our DVA and allocated pension. Tom was always able to explain things to us in a very clear way. Through Tom's knowledge and experience, we are very confident that the advice given was right for our needs. We always received Tom's full care and attention when we needed it. We can't thank Tom enough for his help."

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

"Tom has always been available for a review and advice. The advice given has always been helpful. We have been working with Thomas for the past 4 years and have full confidence in his advice. He makes sure he takes the time to answer all questions and is always good to follow up."

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

"Tom has given us great advice about setting ourselves up for retirement and beyond. He was easy to understand and very approachable. He has given excellent advice. Couldn’t recommend him any higher."

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

"Tom's knowledge and expertise have placed us in the best position at end of work-life to early retirement. We have full confidence in the advice he has given us regarding superannuation and pension strategies. Tom has been approachable and attentive to any queries that we have had navigating complex issues of transition to retirement. We would not hesitate to highly recommend Tom's services in all matters concerning any type of product offered through the Australian Catholic Superannuation Fund."

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

"Thomas is an experienced FA with excellent product knowledge. This provides a wide platform from which to advise. His depth of understanding of one’s situation deserves special mention. I have absolute trust in his advice. Having previously had a bad experience I was initially very anxious. That soon dissipated in my initial consultation. Thomas provided excellent advice so the ‘health check’ yesterday was spot on. I am deeply grateful to Thomas for all his care & consideration."

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

"We have been seeing Tom for several years and we have always found him to be knowledgeable and friendly with an ability to listen and explain complex matters simply and effectively. He has always had our best interest at heart. He has structured our finances such that we are extremely comfortable where we are at. We highly recommend Tom to anyone seeking financial advice."

  • Superannuation
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tom has been my Financial Planning Adviser for some years now. He has always explained things really well and given me sound advice on investments and retirement planning. I trust him and feel comfortable and confident with his advice. I'm very pleased with how my investments are tracking and I'm meeting my goals."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 25

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Science (Mathematics and Economics)

Level
7 - Bachelor Degree
Institution
Loughborough University
Completed
2002

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Master of Business Administration

Level
9 - Masters Degree
Institution
University of Technology Sydney (UTS)
Completed
2006

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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