Thomas Darby Email & Phone Number

Subiaco, Western Australia, Australia

As an experienced financial advisor, my top priority is ensuring my clients' economic success at every stage of their financial journey. I believe in the power of a strong foundation, which is why I take a comprehensive approach to build fiscal stability and offer expert guidance in key areas, including:Family & Asset Protection/Insurances:o Tailored strategies to protect loved ones and assetso Comprehensive analysis of insurance needs (life, disability, critical illness, income… Show more As an experienced financial advisor, my top priority is ensuring my clients' economic success at every stage of their financial journey. I believe in the power of a strong foundation, which is why I take a comprehensive approach to build fiscal stability and offer expert guidance in key areas, including:Family & Asset Protection/Insurances:o Tailored strategies to protect loved ones and assetso Comprehensive analysis of insurance needs (life, disability, critical illness, income protection)Cash Flow and Budgeting:o Effective budgeting techniques to manage expenses and optimize cash flowo Personalized strategies to achieve financial goalsRetirement Planning, Superannuation/Self-Managed Super Funds (SMSFs):o Creating retirement plans for a comfortable futureo Maximising superannuation benefits and managing SMSFsManaged Investments:o In-depth analysis for suitable investment opportunitieso Developing diversified investment portfolios based on risk tolerance and goalsEstate Planning:o Customised estate plans to protect assets, minimise taxes, and facilitate smooth wealth transfero Assist in the facilitation of the arrangements of tailored trusts, wills, and power of attorney arrangementsCentrelink:o Expert knowledge of Centrelink benefits and entitlementso Assistance in maximising eligible benefits and optimizing overall financial situationAged Care:o Guidance on navigating aged care options and financing complexitieso Strategies for financial well-being during the transition to aged careWith my comprehensive suite of services, I can address all your financial needs and provide you with peace of mind. By taking a holistic approach and understanding your unique circumstances, I can create a customised roadmap to increase your financial prosperity.Corporate Authorised Representative (No. 424734) of: Professional Investment Services Pty Ltd ABN 11 074 608 558 | AFSL 234951 Show less

Perth, Western Australia, Australia

Melbourne, Australia

As a professional financial advisor, I ensure my client's economic success through every financial life stage. With cash flow as the foundation, I take a holistic approach to building fiscal stability and can provide advice around and support with the following services: - Family & asset protection/ insurances - Cash flow and budgeting - Retirement Planning, Superannuation/ self-managed super funds- Shares & Managed Investments- Estate Planning - Aged Care -… Show more As a professional financial advisor, I ensure my client's economic success through every financial life stage. With cash flow as the foundation, I take a holistic approach to building fiscal stability and can provide advice around and support with the following services: - Family & asset protection/ insurances - Cash flow and budgeting - Retirement Planning, Superannuation/ self-managed super funds- Shares & Managed Investments- Estate Planning - Aged Care - Centrelink Show less

Melbourne, Australia

Central to this role was the provision of holistic and practical financial advice across a range of areas including personal insurance, superannuation/ self-managed super, retirement planning and managed investments.

Melbourne, Australia

In this role my primary objective was to develop financial strategies in line with client goals in areas including personal insurances, superannuation & pensions, cashflow and budgeting and Centrelink.

Melbourne, Australia

The focus of my time in this role was on the provision of holistic financial advice across the following areas; personal insurances, superannuation & pensions, cash-flow and budgeting and managed investments.

Melbourne, Australia

During my time at the prestigious AMP Horizons Academy, I underwent intensive professional development and gained practical on-the-job advisory experience. This training with one of Australia's largest advice networks formed the framework for my future role with Considines Financial Services.

Master'S Degree, Financial Planning And Services

Graduate Certificate, Financial Planning And Services

Bachelor Of Commerce, Finance And Financial Management Services

Activities and Societies: Curtin Alumni, Curtin Wall Street Club

Associate'S Degree, Mechanical Engineering