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Tom Delaney

Senior Adviser

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Biography

Thomas Delaney is a holistic financial adviser with over 10 years of experience. He helps individuals and families achieve financial wellness through a comprehensive approach that includes wealth management, personal well-being, life goals, and values.

With a Bachelor's degree in Business majoring in Financial Planning, Thomas combines his knowledge of psychology and finance to understand the emotional aspects of financial decision making. His empathetic nature and analytical skills enable him to create personalised financial plans that are aligned with his clients' aspirations.

Thomas has worked with a diverse clientele, from young professionals to retirees. He simplifies complex financial concepts to provide clear and actionable advice on budgeting, investment strategies, retirement planning, aged care and risk management. As a Certified Financial Planner (CFP) and member of the Financial Advice Association (FAA), Thomas stays updated on industry trends through regular conferences and workshops. His commitment to continuous learning ensures that his clients receive the most effective financial guidance.

Outside of work, Thomas enjoys playing golf, cycling and spending time with his family. He believes in a balanced life for overall wellbeing and embodies this philosophy in both his personal and professional life.

My Specialties

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Tom Delaney