Our Team / Newcastle Office
Financial Planning Support
Having joined the Vision Financial Planning Support team early in 2019, Tom brings strong analytical skills to his role researching superannuation and insurance strategies for clients in the development of financial plans.
Having completed a Diploma of Financial Planning last year, Tom is currently pursuing his interest in strategic business planning, studying a MBA part time at the University of Newcastle.
Tom is enjoying building his knowledge about multiple investment and insurance products, and being able to locate options that are best suited to clients’ financial needs.