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
Risk Management and Governance in Aged Care and the Royal Commission Shocking narratives involving the abuse and neglect of elderly people housed in residential aged care facilities made headlines in early 2018. It came as no surprise then that the Royal Commission into Aged Care Quality and Safety was established in September. The general state […]
It’s time for your annual spring clean but don’t forget your finances! Despite the persistent Melbourne winter weather, spring has now sprung and it is time for your annual spring clean. While you are on a roll with cleaning out your clothes wardrobe and kitchen pantry, why not use the momentum and do a tidy […]
What you need to know when you’re investing your money into Superannuation. Having funds in Superannuation is usually a great financial structure from a tax perspective. Generally during a members’ working life earnings and contributions are taxed at 15%, then in retirement when they start an account based pension, the earnings are taxed at 0% […]
Are you an employer in the Cleaning, Security or Community Services industry? If so, action is required! Portable Long Service Leave (PLSL) is a new scheme that came into effect from 1 July 2019. It was created when the Victorian Government passed the Long Service Benefits Portability Bill in September 2018. PLSL affects Victorians working […]
School Council’s should be monitoring potential risks and managing them correctly! Risk management is an important part of any organisation but especially those, like schools, that are exposed to a number of risks at any given time. School Council members, especially those who are Directors of the school, are responsible for oversight of a risk […]
Move forward with confidence with a pre-approval! There are many steps before purchasing a property, from saving for the deposit through to researching interest rates and choosing a neighbourhood. Obtaining a loan pre-approval is one of the most important steps of all, with this simple yet critical process being a necessity prior to house hunting […]
Taxation Developments Take a look at our snapshot of taxation developments that may affect your business, investments or superannuation. Please get in touch if you need our help. As this is just a snapshot, we understand if you would like to discuss these issues further. Please get in contact with one of our Tax Specialists today […]