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
I specialise in providing Retirement Planning advice on a fee for service model.
Tom is an exceptional financial adviser to deal with. He is engaging, polite and clearly communicates the potential options for our future retirement. We cannot recommend him highly enough.
My first meeting with Tom, was in a group superannuation workshop, he delivered the superannuation process in a way that was easy to understand and after our first one-on-one meeting my husband and I had a clear pathway to grow our superannuation and prepare us for retirement. We have followed his advice, over the years, had (3 Reviews) and his advice has put us in a position to enjoy our retirement. Tom is always happy for me to contact him with any questions or concerns, he replied promptly with advice which enabled me to make informed decisions regarding our financial future. I have no hesitation in recommending Tom to family or friends that require the services of a caring and knowledgeable financial adviser that has your interests at heart.
Communicates clearly. He develops relationships and knows our story.
Never makes you feel inadequate and happy to explain everything numerous times. He has a great knowledge of areas covered and highly recommend him.
Tom's honesty and knowledge is greatly appreciated.
- Adviser status Platinum
- Number of reviews 63
- First year providing advice 2012
- Years of experience 11
- Master of Business Administration
Host-Plus Pty LtdLevel 1, 270 Adelaide St
Brisbane City, QLD 4000
- 8:00am – 6:00pm Monday – Friday
Industry Fund Services Ltd