Elders Financial Planning - Tom Finnegan, East Toowoomba, QLD

Tom has a strong passion for financial planning and making a difference to the lives of his clients and his clients span many different industries and backgrounds, ranging from primary producers to medical professionals. Growing up in Central Queensland and then attending boarding school at Toowoomba Grammar School has given Tom a thorough and first-hand understanding of the many issues facing clients in rural communities. A firm belief that cash-flow management is the engine that drives financial freedom is the basis of Tom’s approach with his clients. Tom works hard to ensure that goals are set; plans are implemented and reviewed on a regular basis. Tom commenced his career in the financial services industry in 2007 and specialises in holistic advice that ensures all aspects of his clients’ life are working together to provide a future they want. Tom’s qualifications include an Advanced Diploma of Financial Services (Financial Planning), Bachelor of Commerce (University of Southern Queensland) and the Cavendish & ICFS Specialist SMSF course (University of Adelaide).

• life insurance
• managed investments
• personal insurance
• retirement planning
• superannuation