Steve Thomson Email & Phone Number
Director of Financial Services @ Forsyths
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Steve Thomson Location
- Tamworth, NSW, AU
Steve Thomson Work
- Director of Financial Services @ (February 2025 - Present)
- Director @ (May 2025 - Present)
- Director @ (July 2023 - Present)
- Director @ OYU Foundation (November 2023 - September 2025)
- Business Development Manager @ (November 2022 - January 2025)
- General Manager, Doctors Wealth Management @ (August 2019 - November 2022)
- Chief Executive Officer @ (October 2017 - March 2019)
- Advisory Board Member @ (September 2016 - September 2017)
- Director @ Endeavour Group Australia (Hunter) (November 2014 - December 2017)
- Managing Director @ (September 2016 - August 2017)
- Head of Sales @ (May 2015 - September 2016)
- Director @ (October 2014 - December 2015)
- Principal Adviser @ Longhardlook Financial Pty Ltd (February 2013 - May 2015)
- Candidate for Maitland @ (December 2014 - March 2015)
- President @ (November 2012 - October 2014)
- Executive @ (November 2011 - November 2012)
- Regional General Manager, Retail and Business Banking, Newcastle @ (February 2011 - February 2013)
- Director @ longhardlook pty ltd (March 2007 - February 2013)
- Chief Operating Officer, ING Advice @ (August 2006 - March 2007)
- Managing Director, ING Financial Planning @ (January 2004 - March 2007)
- Acting General Manager, RetireInvest @ (June 2003 - December 2003)
- Manager, Strategy and Business Planning, RetireInvest @ (March 2002 - June 2003)
- Franchise Manager @ (June 2001 - February 2002)
- Manager, Strategy and Projects @ (January 1997 - December 2001)
Steve Thomson Education
- Kaplan Professional
Master of Financial Planning (Financial Planning and Services)
2023-2023 - Integratec
Diploma of Financial Services (Financial Planning)
1997-2005
Steve Thomson Skills
- Superannuation
- Stakeholder Management
- Business Strategy
- Financial Services
- Strategy
- Strategic Financial Planning
- Wealth Management
- Call Center
- Business Planning
- Wealth
- Leadership Development
- Commercial Mortgages
- Management
- Retirement Planning
- Risk Management
- Investments
- Income Protection
- Pensions
- Business Transformation
- Change Management
- Start-ups
- Recruiting
- Finance
- Financial Advisory
- Relationship Management
- Small Business
- Commercial Banking
- Portfolio Management
- Leadership
- Credit
- Business Development
- Financial Risk
- Banking
- Insurance
- Asset Management
- Investment Advisory
- Financial Planning
- Start Ups
- Microsoft Office
- Project Management
Steve Thomson Summary
- Steve Thomson, based in Tamworth, NSW, AU, is currently a Director of Financial Services at Forsyths. Steve Thomson brings experience from previous roles at Tamworth Business Chamber, Future2 Foundation, OYU Foundation and Binet Family Wines. Steve Thomson holds a 2023 - 2023 Master of Financial Planning in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Superannuation, Stakeholder Management, Business Strategy, Financial Services, Strategy and more. Steve Thomson has 3 emails and 2 mobile phone numbers on RocketReach.
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