Tom Curtis

Roe Financial

Silver
9 Yrs Experience
Port Lincoln, SA 5606
Tom Curtis (BCom(CorpFin), AdvDip FinPlan) - Financial Adviser  Coming from a family business background, Tom is dedicated in giving his clients the highest quality in customer service and satisfaction. Tom is passionate about ensuring his advice focuses on his clients goals; no matter their stage of life.  He understands that a long term relationship with clients is important to provide the best experience for customers. Tom comes from the Southern Vales but now lives in the South Western suburbs.  He has spent time interstate and has returned to provide his services here in his home state.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • 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 Silver
  • Rating 4.90
  • Number of reviews 1
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Commerce (Corporate Finance)
  • Language spoken
    • English

Roe Financial

7, 80 Tasman Terrace
Port Lincoln, SA 5606

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Advice Evolution

AFSL 342880

4.90
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.50
Likely to recommend
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5.00

"Tom has given us advice in small business, superannuation, budgeting and insurance. He shows excellent knowledge and is always able to articulate advice in a clear way."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Bachelor of Commerce (Corporate Finance)

Level
7 - Bachelor Degree
Institution
University of Adelaide (UOA)
Completed
2012

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Margin Lending

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

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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