“I enjoy helping people achieve financial and lifestyle goals. My priority is to ensure these goals are reached.”
Tom joined Accru in 2005, he specialises in providing investment advice to private clients and Not for Profit organisations. Tom has an outstanding knowledge of financial markets as well as the associated tax issues.
His expertise includes providing tailored advice in retirement planning, SMSF strategies, investment advice and asset protection. Tom also provides guidance on succession and estate planning issues. Tom believes in the importance of firstly preserving the capital and growing wealth over time. Tom and the Accru team provide SMSF administration and advice services to clients looking for a complete service. Understanding a client’s goals and motivation is key to working together successfully ‘you need to relate well and have empathy for a person’s circumstances’.
Tom has excelled at his studies receiving the highest mark for CFP subject ‘Applied Strategies 2’ and the top score nationally for FINSIA subject ‘Financial markets and Economics’
Tom is the Responsible Manager for Accru Wealth Management’s Australian Credit Licence, he is involved in finance and lending for Accru clients.
Professional qualifications and memberships
- Certified Financial Planner CFP®
- Bachelor of Commerce
- Graduate Diploma of Applied Finance and Investment
- Graduate Certificate of Financial Planning
- Diploma of Finance and Mortgage Broking Management
- Member of the Financial Planning Association of Australia