Rory Thomson
Financial Adviser
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About
Rory Thomson is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping clients achieve their financial goals. With a strong foundation built on years of experience and a commitment to ongoing professional development, Rory provides comprehensive and tailored financial advice. Rory's qualifications include an ADA2 from the ASX (2001), a Graduate Diploma of Financial Planning from KAPLAN (2015), certification as a Certified Financial Planner from the Financial Planning Association (2017), and completion of the Ethics and Professionalism in Financial Advice course from KAPLAN (2019). He has also passed the FASEA Relevant Provider Exam (2019). Rory is a proud member of the Financial Advice Association of Australia (FAAA), reflecting his dedication to upholding the highest ethical and professional standards. As an authorized financial adviser, Rory can provide advice on a range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. He works closely with clients to develop personalized strategies that address their unique needs and aspirations. Key services include: • Superannuation advice • Wealth management • Investment strategies • Retirement planning • Financial planning Ready to take control of your financial future? Contact Rory today to schedule a consultation and discover how he can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Rory Thomson provide?
Rory Thomson provides advice on a range of financial products including superannuation, wealth management, securities, derivatives and government debt securities. He can help you with investment strategies, retirement planning and overall financial planning.
What qualifications does Rory Thomson have?
Rory Thomson holds an ADA2 from the ASX, a Graduate Diploma of Financial Planning from KAPLAN, and is a Certified Financial Planner. He has also completed the Ethics and Professionalism in Financial Advice course and passed the FASEA Relevant Provider Exam.
How does Rory Thomson develop a financial plan for his clients?
Rory works closely with his clients to understand their financial goals, risk tolerance, and current financial situation. He then develops a personalized strategy tailored to their unique needs and aspirations.
What can I expect during my initial consultation with Rory?
During your initial consultation, Rory will discuss your financial goals, gather information about your current financial situation, and explain his approach to financial planning. This will help determine how he can best assist you in achieving your financial objectives.
Is Rory Thomson a member of any professional financial associations?
Yes, Rory Thomson is a member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding high ethical and professional standards in the financial advice industry.
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