I spent 2013-2021 as a Financial Paraplanner and Client Services Officer at several large and small Financial Planning and Accounting Practices. I went back to university to study psychology, and then social work.Outside of work and study, I love running, archery, cycling and bass guitar.
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Social WorkerSa HealthNoarlunga Centre, Sa, Au
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Social WorkerDepartment For Child Protection, South Australia Nov 2023 - Dec 2024Adelaide, South Australia, AustraliaI was responsible for conducting investigations, assessments, and providing case management services to safeguard children, ensuring their safety, well-being, and developmental needs were met within statutory guidelines. I collaborated with families, communities, and diverse stakeholders to ensure the ongoing safety of children and young people while maintaining accurate and organised records in C3MS. I responded to calls from families in crisis, ensuring immediate risk assessments and appropriate actions were taken to safeguard vulnerable children. Operating within a team, I contributed to protecting children, evaluated risks, and provided concise and informative written and verbal reports; while ensuring I followed public sector values and promoted a safe, inclusive work environment. -
Client ServicesV + A Accountants / Advisors / Family Office Sep 2018 - Feb 2021Adelaide, Australia- Liaising with clients.- Bookkeeping.- SMSF compliance (tax returns, financial statements, activity statements)- Preparing tax returns and financial statements for individuals, trusts, companies and partnerships.- Preparing cash flow projections for companies. -
Paraplanner / Client ServicesFinancial Services Partners May 2017 - Aug 2018Level 2, 170 Greenhill Road Parkside Sa 5063- Preparing Statements of Advice in XPlan- Implementation of Strategies- Client and Product Provider Liaising- Wealth Management- Taxation- Superannuation (including SMSF's)- Centrelink- Estate Planning- Aged Care Strategies- Gearing
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Client Services Manager / ParaplannerBaysidewin Financial Planning Mar 2016 - Oct 2016Unit 2, 102 Greenhill Road, Unley Sa 5061- Preparing Statements Of Advice in XPlan- Preparing Records of Advice - Direct Equities- Cashflow Modelling (Including Retirement Modelling)- Defined Benefit and Lump Sum Superannuation Schemes- Re-contribution Strategies- Retail and Group Insurance- Centrelink Entitlements- General Administration- Client Liaising- Debt Recycling & Consolidation- Installment Gearing Strategies- Transition-To-Retirement Strategies- Aged Care Strategies
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ParaplannerSouthern Wealth Centre Feb 2013 - Mar 2016Level 1, 125C The Parade, Norwood Sa 5067 | 11 Sturt Road, Brighton Sa 5048- Preparing Statements of Advice in Midwinter AdviceOS- Client Liaising- Retail and Group Insurance- Superannuation Rollovers and Consolidation - Insurance Claims Management- Self-Managed Superannuation Funds- Managed Funds/Investments (non-super)- Transition-To-Retirement Strategies- Cash-Flow Projections & Analysis- Margin Lending- Instalment Gearing- Debt Consolidation and Recycling- Mortgage Broking- Centrelink- Estate Planning
Tom W. Education Details
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Master Of Social Work - Msw -
Bachelor Of Psychological Science -
(Finance)
Frequently Asked Questions about Tom W.
What company does Tom W. work for?
Tom W. works for Sa Health
What is Tom W.'s role at the current company?
Tom W.'s current role is Social Worker.
What schools did Tom W. attend?
Tom W. attended Flinders University, University Of New England (Au), Flinders University.
Who are Tom W.'s colleagues?
Tom W.'s colleagues are Ben Branson, Deanna Gill, Tony Becker, Hannah B., Vivien Ratcliffe, Allison Young, Miah Arnold.
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