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 - January 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
- Asset Management
- Banking
- Budgeting
- Business Development
- Business Planning
- Business Process Improvement
- Business Relationship Management
- Business Strategy
- Business Transformation
- Change Management
- Commercial Banking
- Commercial Mortgages
- Communication
- Consultation
- Content Management
- Content Strategy
- Corporate Governance
- Credit
- Digital Education
- Disclosure
- Event Marketing
- Finance
- Financial Advisory
- Financial Data
- Financial Literacy
- Financial Planning
- Financial Risk
- Financial Services
- General Management
- IT Service Management
- Income Protection
- Insurance
- Intellectual
- Interpersonal Communication
- Investment Advisory
- Investments
- Key Performance Indicators
- Leadership
- Leadership Development
- Learning Outcomes
- Management
- Management Review
- Marketing
- Marketing Strategy
- Multimedia
- Operational Risk Management
- Organizational Culture
- Pensions
- People Management
- Portfolio Management
- Recruiting
- Relationship Development
- Relationship Management
- Retention Strategies
- Retirement Planning
- Retirement Services
- Risk Management
- Sales
- Sales Operations
- Service Delivery
- Small Business
- Stakeholder Management
- Start-ups
- Strategic Financial Planning
- Strategic Leadership
- Strategy
- Superannuation
- Team Management
- Wealth
- Wealth Management
- Web Content Writing
- Writing
- Call Center
- 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 Asset Management, Banking, Budgeting, Business Development, Business Planning and more. Steve Thomson has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Forsyths Employees
Kelly Clarke
Project and Communications Manager
East Tamworth, NSW, AU
Brett Constable
Partner
Armidale, NSW, AU
Paul Cornall
Principal and Partner
Armidale, NSW, AU
Steve Thomson
Director of Financial Services
Tamworth, NSW, AU
David McLennan
Managing Principal
New South Wales, Australia
Jacob Sauer
Principal
Armidale, NSW, AU
Jo Kelly
Principal
New South Wales, Australia
Andrew Freebairn
Principal
Coonabarabran, NSW, AU
Geoff Allen
Principal
Armidale, NSW, AU
Matt Schaefer
Principal
Armidale, NSW, AU
Karly Davidson
Principal
New South Wales, Australia
Sarah Kelly
Accountant
Armidale, NSW, AU
Logan-Maree Gunthorpe
Receptionist
New South Wales, Australia
Megan Ellbourn
IT Support Officer
New South Wales, Australia
Cathy Reid
Human Resources Manager
New South Wales, Australia
Ricky Goel
Audit Manager
North Tamworth, NSW, AU
Enoch Burke
Supervisor
Armidale, NSW, AU
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