Tom Merrick

Invest Blue Pty Ltd

Silver
9 Yrs Experience
Coffs Harbour, NSW 2450

“The greatest satisfaction is helping clients to make smart decisions by breaking down the financial jargon and providing strategic advice that’s easy to understand.”

Tom is a financial advisor based in Coffs Harbour, where he was born and raised. He joined Invest Blue Coffs Harbour in 2015, and the firm currently serves more than 600 clients in the mid-north coast area.

Tom has a strong educational background and recently completed his Masters in financial advice. One of his strengths is his ability to provide clients with technical advice while also simplifying complex strategies for easy understanding.

Outside of his professional life, Tom enjoys spending time with his wife Jodi, and their two children. He is also passionate about sports and enjoys playing golf, tennis, and AFL.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 25
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Invest Blue Pty Ltd

Level 1, 30 Gordon St
Coffs Harbour, NSW 2450

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706