Authorised Representative Number:1273105
Qualifications: Diploma of Financial Planning (RG146), FASEA Qualified
FASEA qualified, Tommy has eight years’ experience within the financial services sector. His previous industry knowledge was cemented at a small, family-owned practice, where Tommy first discovered his passion for connecting with his clients.
In recent years, and while broadening his current accumulation specialisation in super funds and insurance, Tommy has had the opportunity to deepen his understanding and management of Investments, Budgeting, Self-Managed Super Funds (SMSF,) as well as Transition to Retirement (TTR) strategies.
Tommy is committed to educating as many Australian families as possible, on the basic principals of money management. He laments the fact that these are not currently taught to students in school. Tommy thrives on coaching and journeying with each of his clients, along a path of financial growth and wellbeing. One of his biggest strengths is his ability to innovate and adopt new investment strategies, while communicating these in an accessible manner to his clients.
Away from the office, Tommy enjoys spending family time with his wife and young son, investing, as well as playing soccer and video games.