Declan Thomas Cfp®

Declan Thomas Cfp® Email and Phone Number

Helping High Net Worth Individuals Achieve Financial Freedom | Certified Financial Planner @ Partnership Wealth
perth, western australia, australia
Declan Thomas Cfp®'s Location
Perth, Western Australia, Australia, Australia
Declan Thomas Cfp®'s Contact Details

Declan Thomas Cfp® personal email

About Declan Thomas Cfp®

We are:Privately owned and operated.Solely client focused.Caring, considerate and compassionate.We do: Lifestyle financial planning.Goal-based investment management.Behavioural coaching.We don't:Take kick backs from product providers.Manage money without a financial plan.Run from tough conversations. Do check out our website: https://www.partnershipwealth.com.au/If you would like to talk to me about how I can help you to plan for your future, contact me on 0425731069 or e-mail me at declan@partnershipwealth.com.auWho we help:The clients of Partnership Wealth comprise of Pre Retirees, Business Owners and Professionals seeking a trusted financial adviser to support them and their family group with creating and protecting wealth. What we do:We work together to develop achievable short and long term goals that sees you and your family live a fulfilled life in line with your values. We address any pressing issues or opportunities, to ensure you make an informed and effective decision.How we can support you:We are specialists in holistic wealth management, investment strategy and retirement planning, bringing together all the elements of your finances to ensure you are aligned to your goals and core values.We provide clear, concise and effective recommendations through a consultative advice process to ensure you make the most out of available financial opportunities and position yourself for future success. We have a complete network of professional advisers that we can lean on for quality and affordable expert advice in business coaching, tax, commercial law, estate planning, general insurance and finance broking. Ensuring you don't get poor advice that is not in your interests.Most importantly we ensure that your plan gets implemented effectively, there's not much point in knowing what to do and then not getting it done. We are available to you when you need us to receive timely advice, but also ensuring we catch up regularly to review the plan and check on your progress.Why I do it:I get great satisfaction from helping, no other job builds amazing relationships quite like my role as a financial adviser. GENERAL ADVICE WARNINGThe information provided is general. It does not take your needs or circumstances into consideration, you should look at your financial position, objectives and seek financial advice before making any financial decisions. Partnership Wealth Advisers Pty Ltd is a Corporate Authorised Representative of Australian FSL, AFS License number 528449.

Declan Thomas Cfp®'s Current Company Details
Partnership Wealth

Partnership Wealth

View
Helping High Net Worth Individuals Achieve Financial Freedom | Certified Financial Planner
perth, western australia, australia
Employees:
8
Declan Thomas Cfp® Work Experience Details
  • Partnership Wealth
    Financial Adviser
    Partnership Wealth Sep 2024 - Present
    Perth, Western Australia, Australia
  • Acuity Advisers
    Financial Adviser
    Acuity Advisers Nov 2021 - Jul 2024
    Perth, Western Australia, Australia
  • Momentum Planning
    Financial Adviser
    Momentum Planning Nov 2018 - Sep 2021
    Perth, Australia
  • Macquarie Group
    Financial Adviser
    Macquarie Group Jan 2018 - Nov 2018
    Perth, Australia
  • Ebm - Insurance & Risk Management
    Financial Adviser
    Ebm - Insurance & Risk Management Aug 2017 - Jan 2018
    Perth, Australia
  • Ebm - Insurance & Risk Management
    Associate Financial Adviser
    Ebm - Insurance & Risk Management Dec 2016 - Aug 2017
    Perth, Australia
  • Aspire2 Wealth Advisers
    Adviser Assistant/Paraplanner
    Aspire2 Wealth Advisers Jun 2014 - Dec 2016
    Western Australia, Australia

Declan Thomas Cfp® Skills

Microsoft Office Microsoft Excel Teamwork Financial Planning Customer Service People Skills Social Media Portfolio Management Financial Analysis Retirement Planning Paraplanning Financial Modelling Xplan Draft Statistical Data Analysis Insurance Needs Analysis Income Protection Holistic Financial Planning Tax Efficiency

Declan Thomas Cfp® Education Details

Frequently Asked Questions about Declan Thomas Cfp®

What company does Declan Thomas Cfp® work for?

Declan Thomas Cfp® works for Partnership Wealth

What is Declan Thomas Cfp®'s role at the current company?

Declan Thomas Cfp®'s current role is Helping High Net Worth Individuals Achieve Financial Freedom | Certified Financial Planner.

What is Declan Thomas Cfp®'s email address?

Declan Thomas Cfp®'s email address is de****@****ail.com

What schools did Declan Thomas Cfp® attend?

Declan Thomas Cfp® attended The University Of Western Australia, Financial Planning Association Australia (Fpa), Kaplan Professional, Kaplan Professional, Kaplan Professional, Kaplan Professional, Kaplan Professional.

What are some of Declan Thomas Cfp®'s interests?

Declan Thomas Cfp® has interest in Civil Rights And Social Action, Politics, Education, Human Rights, Arts And Culture.

What skills is Declan Thomas Cfp® known for?

Declan Thomas Cfp® has skills like Microsoft Office, Microsoft Excel, Teamwork, Financial Planning, Customer Service, People Skills, Social Media, Portfolio Management, Financial Analysis, Retirement Planning, Paraplanning, Financial Modelling.

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