Tom Wood
Financial Adviser
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About
Thomas Wood is an ASIC-registered financial adviser based in Hawthorn, VIC, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Thomas holds a Bachelor of Commerce from the University of Melbourne (2010), the Chartered Financial Analyst (CFA) designation from the CFA Institute (2019), and a Graduate Diploma of Financial Planning from Kaplan Professional (2023). This strong educational foundation, coupled with his commitment to ongoing professional development, ensures he provides informed and up-to-date guidance. Thomas is authorised to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He focuses on developing long-term relationships with his clients, understanding their unique circumstances, and crafting personalized strategies to build and protect their wealth. • Superannuation advice, including fund selection and consolidation • Comprehensive wealth management strategies • Investment advice on securities and government debt • Retirement planning to secure your future • Strategic financial planning to help achieve your goals Ready to take control of your financial future? Contact Thomas today for 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 Thomas Wood offer?
Thomas Wood specialises in superannuation advice, wealth management, securities, and government debt securities. He provides tailored advice to help clients build and protect their wealth.
What qualifications does Thomas Wood hold?
Thomas Wood holds a Bachelor of Commerce from the University of Melbourne, the Chartered Financial Analyst (CFA) designation, and a Graduate Diploma of Financial Planning from Kaplan Professional.
What is the process of working with Thomas Wood?
The process begins with an initial consultation to understand your financial goals and current situation. Thomas will then develop a personalized financial plan tailored to your needs. Regular reviews and ongoing support are provided to ensure you stay on track.
How can wealth management advice from Thomas Wood help me?
Wealth management advice from Thomas Wood can help you grow your investments, manage risk, and plan for your financial future. He will work with you to create a portfolio that aligns with your risk tolerance and goals.
What can I expect during my first meeting with Thomas Wood?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Thomas will listen carefully and ask questions to gain a thorough understanding of your needs. This will help him develop a personalised financial plan for you.
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