Financial Planner
Current
Wealthcare Plus
Jul 2019 - Present
AeroLeads people directory · profile
Mitchell Thompson Email & Phone Number
Senior Financial Planner | High Quality Strategies | Specialist in all Financial Planning Investments | Client Focused
at
WealthCare Plus
1 work email found
@clearview.com.au
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
WealthCare Plus
Role
Senior Financial Planner | High Quality Strategies | Specialist in all Financial Planning Investments | Client Focused
Location
Erina, New South Wales, Australia
Who is Mitchell Thompson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mitchell Thompson is listed as Senior Financial Planner | High Quality Strategies | Specialist in all Financial Planning Investments | Client Focused at WealthCare Plus, based in Erina, New South Wales, Australia. AeroLeads shows a work email signal at clearview.com.au and a matched LinkedIn profile for Mitchell Thompson.
Mitchell Thompson previously worked as Financial Planner at Wealthcare Plus and Senior Financial Planner at Clearview Wealth Limited. Mitchell Thompson holds Diploma, Financial Planning And Services from Kaplan Professional.
Company email context
Email format at WealthCare Plus
This section adds company-level context without repeating Mitchell Thompson's masked contact details.
{first}.{last}@clearview.com.au
86% confidence
AeroLeads found 1 current-domain work email signal for Mitchell Thompson. Compare company email patterns before reaching out.
Profile bio
About Mitchell Thompson
Hi, I am a highly professional Financial Planner with extensive experience in developing and providing tailored quality advice strategies and structures to a diverse client base.I have an art for communicating and creating successful advice strategies to clients in a range of life stages, key strengths include:● Excellent technical and analytical skills with an in depth knowledge of Centrelink, Superannuation, Retirement, Personal Risk, Tax and Investment planning● The ability to build strong working relationships with clients and peers● Exceptional sense of all financial planning compliance related matters● Adept at understanding financial planning industry trends and innovations● Playing an active role in business development● Strong track record of success as an advisor by exceeding KPIsI am a hard working self starter that is dedicated to providing exceptional advice and ongoing care to all clients with a reputation for “sorting it out”.Thanks for taking the time for connecting.Mitchell
Listed skills include Wealth, Financial Planning, Superannuation, Wealth Management, and 21 others.
Current workplace
Mitchell Thompson's current company
Company context helps verify the profile and gives searchers a useful next step.
Wealthcare Plus
6 roles · 23 years
Mitchell Thompson work experience
A career timeline built from the work history available for this profile.
Senior Financial Planner
- Provide Financial Planning advice to clients in all stages of life.Key Achievements
- Green light rating (highest rating) across all compliance audits for the last 7 years
- Reputation across a wide client base as having the ability to create financial planning strategies that are both appropriate and effective.
- Retention of a large client base through the ability to build strong client relationships.
- Meeting targets in line with KPIs
- Business development through a number of word of mouth referrals from existing clients.
Apr 2012 - Jul 2019
Financial Planner
State Super Financial Services
- Provide Financial Planning advice to clients in all stages of life.Key Achievements
- Assumed responsibility for a new client portfolio whilst another adviser was on extended leave. This increased my portfolio to double the size however I was able to exceed all required client relationship standards
- Quickly recognized as a team player and a key contributor in the training of new junior staff to the workplace
Aug 2011 - Feb 2012
Senior Financial Planner
- Provide Financial Planning advice to clients in all stages of life.Key Achievements
- Met all required compliance audits for 4 year period of employment
- Highest independent sales result testing of all team peers within local Central Coast / Newcastle area
Jul 2008 - Aug 2011
Advanced Financial Planner
- Provide Financial Planning advice to clients in all stages of life.Key Achievements
- One of only two selected and accredited Business / Consumer Financial Planners for local Central Coast / Newcastle area
- Met all required compliance audits for 2 year period
Jan 2007 - Jul 2008
Financial Planner
Hnw Planning
- Provide Financial Planning advice to clients in all stages of life.
- Highly effective with clients who required financial planning and mortgage advice making strategy recommendations for new and existing clients
- supported and helped with overflow from the senior financial planner to ensure all client advice needs met
- Assisted with the relocation of the HNW Planning office from Sydney to the Central Coast NSW so that a seamless client process eventuated
2003 - Jan 2007
2 education records
Mitchell Thompson education
Diploma, Financial Planning And Services
Advanced Diploma, Financial Services (Financial Planning)
FAQ
Frequently asked questions about Mitchell Thompson
Quick answers generated from the profile data available on this page.
What company does Mitchell Thompson work for?
Mitchell Thompson works for WealthCare Plus.
What is Mitchell Thompson's role at WealthCare Plus?
Mitchell Thompson is listed as Senior Financial Planner | High Quality Strategies | Specialist in all Financial Planning Investments | Client Focused at WealthCare Plus.
What is Mitchell Thompson's email address?
AeroLeads has found 1 work email signal at @clearview.com.au for Mitchell Thompson at WealthCare Plus.
Where is Mitchell Thompson based?
Mitchell Thompson is based in Erina, New South Wales, Australia while working with WealthCare Plus.
What companies has Mitchell Thompson worked for?
Mitchell Thompson has worked for Wealthcare Plus, Clearview Wealth Limited, State Super Financial Services, St George Bank, and Westpac.
How can I contact Mitchell Thompson?
You can use AeroLeads to view verified contact signals for Mitchell Thompson at WealthCare Plus, including work email, phone, and LinkedIn data when available.
What schools did Mitchell Thompson attend?
Mitchell Thompson holds Diploma, Financial Planning And Services from Kaplan Professional.
What skills is Mitchell Thompson known for?
Mitchell Thompson is listed with skills including Wealth, Financial Planning, Superannuation, Wealth Management, Retirement, Financial Services, Income Protection, and Retirement Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Mitchell Thompson you were looking for.
Mitchell Thompson
2 email domains
Mitchell Thompson
1 email domain
Mitchell Thompson
2 email domains