Thomas

Job purpose

Thomas Schwager is a financial advisor, public speaker and educator, determined to help everyday Australian’s obtain the best possible financial advice for themselves and their families.

Thomas has written a range of papers for his clients on topics such as investing strategies, retail superannuation funds, Self-Managed Super Funds (SMSF’s), investing structures, mortgages, and insurance. Thomas’ transparent approach to advice and investing has seen him develop trusted lifetime friendships with his clients as they look to grow, preserve and pass on wealth through generations.

Thomas has presented to industry bodies and run accredited training courses on superannuation targeted at accountants, mortgage brokers, financial planners, stockbrokers, real estate agents, solicitors and conveyancers. As a lecturer of financial qualifications to industry professionals, Thomas has a developed a thorough technical knowledge of industry regulation across financial advice, insurance, funds management, stockbroking, superannuation and self-managed superannuation.

Thomas has a particular interest in Self-Managed Superannuation Funds (SMSF’s) and providing investors with strategic advice on how best to structure their retirement savings. Against the back drop of government review in the SMSF sector, Thomas is at the cutting edge of regulatory change, ensuring his clients remain within the confines of superannuation regulation, while optimizing the opportunities it presents for investors to maximize their retirement savings.

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