Thomas Robertson, AFP®

Tom is a financial planner who aims to help clients in building, protecting and transferring their wealth in an efficient manner.He has 20 years experience in financial services working in leading firms including ANZ, Citibank, IOOF and OneVue. Tom completed a Bachelor of Commerce at the University of Western Australia and has Graduate Diplomas in Applied Finance & Investment and Financial Planning. He is a Fellow of the Financial Services Institute of Australia and is a Financial Planner AFP member of the Financial Planning Association of Australia.

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