Financial Adviser

He is determined to help everyday Australian’s obtain the best possible financial advice for themselves and their families.

He has written a range of papers for his clients on topics such as investment strategies, retail superannuation funds, Self-Managed Super Funds (SMSF’s), investing structures, mortgages, and insurance. His transparent approach has helped his clients grow, preserve and pass on wealth through generations.

Thomas has presented to industry bodies and run accredited training courses. He specializes in superannuation targeted at accountants, mortgage brokers, financial planners, stockbrokers, real estate agents, solicitors, and conveyancers. As a result, Thomas has developed a thorough technical knowledge of industry regulation.

Thomas main area of expertise is in Self-Managed Superannuation Funds (SMSF’s). He provides investors with strategic advice on how best to structure their retirement savings. Against the backdrop 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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