Tom Harris

“I enjoy helping people achieve financial and lifestyle goals. My priority is to ensure these goals are reached.”

Tom joined 澳门威尼斯人官网 in 2005, he specialises in providing investment advice to private clients and Not for Profit organisations. Tom has an outstanding knowledge of financial markets as well as the associated tax issues.

His expertise includes providing tailored advice in retirement planning, SMSF strategies, investment advice and asset protection. Tom also provides guidance on succession and estate planning issues. Tom believes in the importance of firstly preserving the capital and growing wealth over time. Tom and the 澳门威尼斯人官网 team provide SMSF administration and advice services to clients looking for a complete service. Understanding a client’s goals and motivation is key to working together successfully ‘you need to relate well and have empathy for a person’s circumstances’.

Tom is the Responsible Manager for 澳门威尼斯人官网 财富 Management’s Australian Credit Licence, he is involved in finance and lending for 澳门威尼斯人官网 clients.

Expertise

Professional qualifications and memberships

  • Certified Financial Planner CFP®
  • Bachelor of Commerce
  • Graduate Diploma of Applied Finance and Investment
  • Graduate Certificate of Financial Planning
  • Diploma of Finance and Mortgage Broking Management
  • Member of the Financial Planning Association of Australia

Get in touch with

Start Your Journey
Building a successful company? Want to take your business international? Manage your cashflow better? Buying property? Or do you need an audit?
Find an ACCRU office near you
  • This field is for validation purposes and should be left unchanged.