Partner – Wealth Management
Tom’s ambition is to provide the best client service he possibly can. He is passionate about his clients and strives to achieve the most fruitful financial position for them and their loved ones. With a strong technical knowledge, he adds comfort to his clients experience as he can guarantee their wealth is being both protected and expanded in his trusted hands. Tom also has great relationships within the firm and appreciates our friendly culture.
Tom started at Accru Melbourne in 2005 and has been successfully achieving his goals both personally and professionally ever since. He was dux of the FINSIA subject ‘Economics and Financial Markets’ in 2005, appointed as Authorised Representative in 2006 and is the responsible Manager for Accru’s Credit licence and Australian Financial Services Licence.
Not only is his passion for client service and building strong relationships; Tom believes in going the extra mile quite literally for his clients whether they are near or far. There is nothing more satisfying for Tom than celebrating successes and providing compassion and support for those in need.
How best described: Acts with integrity.
Tel: +61 3 9835 8200
Looking to the future?
Wanting to learn more about where to invest your money? Looking for trusted advice that suits you?
Give us a call and let us help take the stress out of your finances.
Latest from Accru Online
Overview It was only 217 days ago that Treasurer Josh Frydenberg handed down his second Federal Budget, five months after originally planned due to the COVID-19 pandemic. Rather than delivering the long promised surplus, the Government was now delivering an economic recovery plan, which continues into 2021 and 2022. In what looks like an ideological […]
What is Benchmarking? Businesses should always be looking for ways to grow and improve performance – but in an increasingly competitive world, there are a lot of companies looking to do the same. So how do you stay at, or get to, the top of your industry? How do you ensure your business is operating […]
No matter your age, learning to manage your finances is necessary in preparing for your future. Doing so however, can be intimidating or difficult for someone who isn’t already well versed in their finances or the opportunities that may be available to them. Therefore, anyone looking to review or manage their assets & liabilities, income […]
What goes up, must come down. And as we have learnt all throughout 2020 and even into 2021, under the pall of a worldwide pandemic, things can change at a moment’s notice, putting an unwanted dent in a more regular business cycle or a roadblock on the path to recovery. A truly seasonal business will […]
Take a look at our April snapshot of taxation developments that may affect your business, investments or superannuation. Please do not hesitate to contact us should you need further advice. It’s time to consider FBT If your business has provided any benefits to your employees, you may be liable for fringe benefits tax (FBT). This […]
Accounting standards which mandate the financial reporting preparation for preparers of general purpose financial statements are usually complicated, detailed, and lengthy. As such, the standards can be difficult to comprehend, and their application can be a daunting and confusing task. Not only for accounting professionals freshly entering the field, but for those with years of […]
Having a baby is one of life’s biggest and happiest decisions. It’s also one of the most expensive. But don’t let that turn you off. Making the transition into parenthood need not be a huge financial stress, as long as you’re prepared. There are three major periods in the financial planning for your newborn. Here […]