Financial Planner Profile
Thomas Keene
Tom has been assisting clients with working in the finance industry for ten years with five of those years providing superannuation, retirement planning advice, investment advice and estate planning advice for a diverse group of clients.
Tom is passionate about providing financial education and advice to everyday people to help them achieve the freedom of being financially secure.
Tom, when not working in the office enjoys spending time outdoors either out in the ocean or hiking through the national parks.
“Tom is passionate about providing financial education and advice to everyday people to help them achieve the freedom of being financially secure.”
Documents:
- Financial Services Guide
- Budget Template
Financial Planning Services:
- Personal Superannuation advice
- Self Managed Super Funds
- Wealth Management & Non-Super Investment advice
- Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
- Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
- Taking a redundancy
- Inheritance
- Family matters
- Gearing advice through Margin Lending strategies
- Debt Management
- Estate Planning
- Cash Flow Management
- Pre Retirement and Retirement Planning
- Centrelink Benefit Strategies
- Estate planning
- Relationship breakdown