He joined Invest Blue (now Ironbark) in 2015 and works with clients across the mid-north coast, providing clear, strategic advice that helps them make informed financial decisions.
Tom is known for translating complex financial strategies into easy-to-understand guidance, empowering clients to take control of their financial future.
He holds a Master of Financial Planning, a Graduate Diploma, an Advanced Diploma, and a Diploma in Financial Services (Financial Planning), and has completed the FASEA Financial Adviser Exam. His expertise includes SMSFs, transition-to-retirement strategies, superannuation, debt and cashflow management, and tax minimisation strategies.
Outside of work, Tom enjoys spending time with his wife Jodi and their two children, and is passionate about sports, including golf, tennis, and AFL.
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Ironbark Advice is comprised of the following wholly owned entities of Ironbark:
Advice First Pty Ltd, Advisory Group Pty Ltd, ARTT Group Pty Ltd, Brisbane Financial Services Pty Ltd, Elevate Financial Solutions Pty Ltd, Emohruo Financial Services Pty Ltd, Invest Blue Armidale Pty Ltd, Invest Blue Brisbane Pty Ltd, Invest Blue Coffs Harbour Pty Ltd, Invest Blue Direct Pty Ltd, Invest Blue Gladstone Pty Ltd, Ogilvie Financial Services Pty Ltd, TDT (Tas) Pty Ltd, The Bravien Group Pty Ltd, Vintage Wealth Pty Ltd and Wainscott Financial Planning & Advice Pty Ltd, trading as Ironbark Advice are authorised representatives and credit representatives of Akumin Financial Planning Pty Limited, Australian Financial Services Licence and Australian Credit Licence No. 232706.
Countrywide Advice Pty Ltd and GrowUp Financial Pty Ltd trading as Ironbark Advice are authorised representatives and credit representatives of Charter Financial Planning Limited, Australian Financial Services Licence and Australian Credit Licence No. 234665.
GR & LC Thompson Pty Ltd trading as Ironbark Advice, is an authorised representative and credit representative of Hillross Financial Services Limited, Australian Financial Services Licence and Australian Credit Licence No. 232705.
LFC Advice Pty Ltd (ABN 19 647 509 466) trading as Ironbark Advice, is a Corporate Authorised Representative of LFC Group Pty Ltd (ABN 35 644 576 965), AFSL 526600.