Thomas Heenan

Thomas is a Partner at Accru Felsers, a Chartered Accountant (CA ANZ) and a Financial Adviser (Authorised Representative No: 1271794), providing integrated advice across wealth creation, retirement planning and tax‑effective structuring.

Thomas works with individuals, business owners and families to help them build, manage and protect wealth over time. His approach brings together tax optimisation, investment strategy and structural advice, ensuring clients’ financial decisions are aligned with their long‑term personal, business and retirement objectives. He advises on personal, company and trust taxation, including the preparation and review of income tax returns, ongoing compliance and proactive tax structuring. Thomas regularly assists clients with designing and implementing structures that support wealth accumulation, asset protection, succession planning and intergenerational outcomes.

Rather than viewing tax and financial planning in isolation, Thomas focuses on how investment decisions, entity structures and tax outcomes interact across different life stages, particularly in the context of wealth creation and retirement planning. He has extensive experience advising business owners, medical professionals, family groups and high‑net‑worth individuals.

Thomas is also a Partner and Director of Accru Financial Planning, working closely with colleagues across the firm to deliver coordinated advice spanning tax, wealth management, structuring and estate planning. He is known for his pragmatic, client‑focused approach and his ability to explain complex matters clearly and commercially.