Simon Thomas
Financial Adviser
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About
Simon Thomas is an ASIC-registered financial adviser based in Gympie, Queensland, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Diploma of Financial Planning from the FPA (2003) and ongoing professional development including certifications in Margin Lending and Geared Investments (2010), Accredited Aged Care Professional (2024), Commercial Law (2025), and Tax for Financial Advising (2025), Simon possesses a wealth of knowledge to guide you through every stage of your financial journey. As a member of the Finance Brokers Association of Australia (FBAA), Simon adheres to the highest ethical standards and industry best practices. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to secure your family's future, plan for a comfortable retirement, or grow your wealth, Simon can help. Key Services: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Simon today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Simon Thomas offer?
Simon Thomas provides comprehensive financial advice covering superannuation, insurance, wealth management, and retirement planning. He can help you with everything from investment strategies to protecting your assets and planning for a comfortable retirement.
What qualifications does Simon Thomas have?
Simon holds a Diploma of Financial Planning from the FPA, and certifications in Margin Lending and Geared Investments, Accredited Aged Care Professional, Commercial Law, and Tax for Financial Advising. He is also a member of the Finance Brokers Association of Australia (FBAA).
How does the financial planning process with Simon Thomas work?
The process typically starts with an initial consultation to understand your financial goals and current situation. Simon will then develop a personalized financial plan tailored to your specific needs and risk tolerance. He'll work with you to implement the plan and provide ongoing support and reviews to ensure you stay on track.
What can I expect from working with Simon Thomas as my financial adviser?
You can expect personalized advice, clear communication, and a commitment to helping you achieve your financial goals. Simon prioritizes building long-term relationships with his clients based on trust and mutual respect. He provides ongoing support and guidance to help you navigate the complexities of the financial world.
Does Simon Thomas offer advice on aged care?
Yes, Simon is an Accredited Aged Care Professional and can provide specialist advice on navigating the financial aspects of aged care, including understanding the costs involved and maximizing your entitlements.
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