Thomas Gilbert
Financial Adviser
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About
Thomas Gilbert is an ASIC-registered financial adviser based in Cremorne, NSW, dedicated to helping individuals and families achieve their financial goals. Thomas holds a Bachelor of Applied Finance (Financial Planning) from TAFE NSW (2018) and has continued to enhance his expertise through specialized training, including the Ethics and Professionalism in Financial Advice Course (FPC002B) from Kaplan Higher Education (2022), the Accredited Listed Product Adviser Program from Kaplan Professional (2023) and the Specialist SMSF Course from SuperConcepts & University of Adelaide (2023). Thomas is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. This allows him to create tailored strategies to suit each client's unique circumstances and aspirations. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Thomas is committed to providing clear, unbiased advice and building long-term relationships based on trust and understanding. Contact Thomas today to schedule a consultation and take the first step towards a more secure financial future.
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Frequently Asked Questions
What types of financial advice does Thomas Gilbert offer?
Thomas Gilbert provides advice on a range of financial products including superannuation, insurance, wealth management, retirement planning, and investments. He can help you with your superannuation, insurance needs, investment strategies, retirement planning, and more.
What qualifications does Thomas Gilbert have?
Thomas holds a Bachelor of Applied Finance (Financial Planning) from TAFE NSW, completed the Ethics and Professionalism in Financial Advice Course (FPC002B) from Kaplan Higher Education, the Accredited Listed Product Adviser Program from Kaplan Professional and the Specialist SMSF Course from SuperConcepts & University of Adelaide.
How does Thomas Gilbert develop a financial plan for his clients?
Thomas works closely with his clients to understand their financial situation, goals, and risk tolerance. He uses this information to develop a personalized financial plan that addresses their specific needs and helps them achieve their objectives. The process includes initial consultation, data gathering, strategy development, implementation, and regular reviews.
What can I expect during my first meeting with Thomas Gilbert?
During your first meeting, Thomas will discuss your financial goals, current situation, and any concerns you may have. This is an opportunity for you to get to know Thomas and understand how he can help you. He will explain his services and how he can tailor a financial plan to meet your needs.
Does Thomas Gilbert specialize in any particular area of financial advice?
While Thomas offers a broad range of financial advice, he has particular expertise in retirement planning, superannuation, and wealth management. He stays up-to-date with the latest industry developments to provide his clients with informed and effective advice.
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