Thomas Robertson

I like to work with clients to understand their personal goals and current financial circumstances. I then analyse your situation to develop options to meet your needs and goals to present a financial plan to achieve what you want.

I am to provide you with the confidence to manage your long term financial objectives.

I work with a range of investment and superannuation funds that can meet your needs including industry superannuation funds, retail funds and government superannuation funds.

I hold a Bachelor of Commerce, Graduate Diploma of Financial Planning and Graduate Diploma of Applied Financial Services and have completed specialist courses in SMSF and listed shares advice.

I am an Associate Practitioner Member of the Financial Advice Association, AFP®, and Fellow of the Chartered Institute for Securities and Investments FCSI (formerly the Financial Services Institute of Australasia).

I have worked in financial services for over 25 years including as head of compliance for IOOF and senior roles at Citigroup and ANZ including compliance for financial planners.

I am also a practicing estate planning lawyer.