Tom has gained valuable experience, qualifications, and insights through experience in Associate and Paraplanner roles. His passion lies in the technical aspects of crafting financial advice for clients and seeing the financial strategies he develops come to life, aiding clients to achieve their financial objectives.
Tom loves getting to know clients of all ages and seeing how smart financial planning can help them to fund their next holiday or home renovation. Clients commend Tom for his ability to explain the complexities of their financial situation to them and diving deep into his clients’ queries.
Expertise
My fees
I offer a free initial consultation for potential new clients.
At a glance
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Adviser status
Bronze
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Embrace Wealth
134 Union RdAscot Vale, VIC 3032
![Embrace Wealth logo](https://resources.adviserratings.com.au/practices/embrace-wealth-19204321.png)
Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323
![Consultum Financial Advisers Pty Ltd logo](https://resources.adviserratings.com.au/licensees/consultum-financial-advisers-pty-ltd-230323.png)