Meet The Team
About Thomas
Thomas joined the Crest team several years ago, starting out as a full time paraplanner who would assist financial adviser’s with their work. Since then, through study, hard work and determination, Thomas has progressed through the professional year program and as of late 2024, is now a full time financial adviser at Crest.
In his role as a financial adviser, Thomas assists clients work towards and achieve their financial goals, whether it be ensuring a smooth transition to retirement, or saving for their first home. Thomas takes great pride in educating others in the intricacies of the financial system and finds value in building long term and lasting relationships with his clients.
In his spare time, Thomas enjoys playing golf, going to the beach and spending time with his partner Claire, family/friends and pet greyhound Bluey.
Qualifications
- Bachelor of Commerce majoring in Finance and Economics from the University of Newcastle.
- Graduate Diploma of Financial Planning from KAPLAN Professional.
- Diploma of Finance and Mortgage Broking from KAPLAN Professional.