Thomas Curtis

Financial Planner

Glandore, SA

Contact


Roe Financial
780 South Rd,
Glandore SA 5037,
Australia

  www.roefinancial.com.au


Member of Association of Financial Advisers Logo

Background


  Summary

Tom Curtis (BCom(CorpFin), AdvDip FinPlan) - Financial Adviser Coming from a family business background, Tom is dedicated to giving his clients the highest quality in customer service and satisfaction. Tom is passionate about ensuring his advice focuses on his client's goals; no matter their stage of life. He understands that a long term relationship with clients is important to provide the best experience. Tom comes from the Southern Vales but now lives in the South Western suburbs. He has spent time interstate and has returned home to provide his services in SA.


  Focus Areas
Retirement Planning Superannuation Wealth Management

Bio Alignment
Non Institutionally Aligned

  Education

Bachelor of Commerce - Corporate Finance