A fully accredited adviser and Regional Prosperity's Engagement Leader, Tom is a genuine all-rounder — equally at home with a business owner, a couple building their wealth, or someone planning the run into retirement — with a particular focus on retirement, investments and insurance.
Tom is a fully accredited Personal Financial Adviser and Regional Prosperity’s Engagement Leader, with five years in financial services. He’s a genuine all-rounder — just as comfortable helping someone get their finances organised as he is guiding a business owner or mapping out a retirement — which makes him a steady, capable first port of call whatever your situation.
Increasingly, clients come to Tom for retirement planning, investment advice and personal insurance — the areas he enjoys most and where he does some of his best work. He’s driven to build a long-term career here and to support his clients the whole way through, not just at the start. That commitment to the relationship is something the people he works with notice quickly.
Tom is a local through and through. Off the clock he’s President of the Irrewarra–Beeac Football Club, out on the tennis court or following the footy, catching up with family and friends, or travelling when he can — he spent six weeks exploring Europe in late 2024. That same energy and motivation is exactly what clients get when they work with him.
Mapping the run into retirement and making it last — when to start, how the pieces fit together, and what a confident retirement actually looks like for you.
Building and managing investments with a clear strategy, so your money is working toward your goals — reviewed and adjusted as life changes.
Making sure you and your family are protected if life doesn't go to plan — the right cover for your situation, no more and no less.
Book a complimentary, no-obligation 30-minute chat — at one of our offices, online, or at your kitchen table. No jargon, no pressure, just a clear next step.