Tom W. Email & Phone Number
Who is Tom W.? Overview
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Tom W. is listed as Social Worker at SA Health, a with 8855 employees, based in Adelaide, South Australia, Australia. AeroLeads shows a matched LinkedIn profile for Tom W..
Tom W. previously worked as Social Worker at Department For Child Protection, South Australia and Client Services at V + A Accountants / Advisors / Family Office. Tom W. holds Master Of Social Work - Msw from Flinders University.
Email format at SA Health
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About Tom W.
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.
Tom W.'s current company
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Tom W. work experience
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Social Worker
I 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 Services
- 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 Services
- 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
Client Services Manager / Paraplanner
- 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
Paraplanner
- 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
Colleagues at SA Health
Other employees you can reach at sahealth.sa.gov.au. View company contacts for 8855 employees →
Mitchell Meek
Colleague at Sa HealthMount Gambier, South Australia, Australia
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JB
Jennie Brown
Colleague at Sa HealthGreater Sydney Area, Australia
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Rebecca Evans
Colleague at Sa HealthAdelaide, South Australia, Australia
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FF
Fdhfh Fjdgk
Colleague at Sa HealthMountain View, California, United States
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TV
Tam Vo
Colleague at Sa HealthMelbourne, Victoria, Australia
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SM
Sharina Morton
Colleague at Sa HealthAustralia
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MM
Malika Maharjan
Colleague at Sa HealthAdelaide, South Australia, Australia
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SP
Sa Pre
Colleague at Sa HealthCanada
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VM
Vanessa Malo
Colleague at Sa HealthMarseille, Provence-Alpes-Côte D'Azur, France
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CH
Cheryll Holland
Colleague at Sa HealthAdelaide, South Australia, Australia
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Tom W. education
Master Of Social Work - Msw
Bachelor Of Psychological Science
Bachelor Of Commerce, (Finance)
Frequently asked questions about Tom W.
Quick answers generated from the profile data available on this page.
What company does Tom W. work for?
Tom W. works for SA Health.
What is Tom W.'s role at SA Health?
Tom W. is listed as Social Worker at SA Health.
Where is Tom W. based?
Tom W. is based in Adelaide, South Australia, Australia while working with SA Health.
What companies has Tom W. worked for?
Tom W. has worked for Sa Health, Department For Child Protection, South Australia, V + A Accountants / Advisors / Family Office, Financial Services Partners, and Baysidewin Financial Planning.
Who are Tom W.'s colleagues at SA Health?
Tom W.'s colleagues at SA Health include Mitchell Meek, Jennie Brown, Rebecca Evans, Fdhfh Fjdgk, and Tam Vo.
How can I contact Tom W.?
You can use AeroLeads to view verified contact signals for Tom W. at SA Health, including work email, phone, and LinkedIn data when available.
What schools did Tom W. attend?
Tom W. holds Master Of Social Work - Msw from Flinders University.
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