Thomas Williamson Location
- Moe, VIC, AU
Thomas Williamson Work
- 2023 -now Partner @
- 2022 -2023 Financial Planner @
- 2021 -2022 Credit Analyst @
- 2020 -2021 Financial Adviser @
- 2018 -2020 Senior Financial Adviser @
- 2011 -2018 Financial Adviser @
- 2008 -2011 Accountant @
Thomas Williamson Education
- Financial Planning Association of Australia
(Certified Financial Planner designation)
2014-2016 - CPA Australia 2010-2013
- Deakin University
Bachelor of Commerce (BCom) (Accounting, Economics, Finance, Financial Planning)
2005-2008 - The National Finance Institute
Certificate IV (Finance and Mortgage Broking)
2021 - FASEA Standards Authority 2020
- Kaplan Professional
(Ethics and Professionalism in Financial Advice)
2020 - LPACOnline
(ASX Listed Product Accreditation Course)
2014 - Kaplan Professional
(Self Managed Superannuation Funds)
2012
Thomas Williamson Skills
- Strategic Financial Planning
- Financial Analysis
- Investments
- Retirement Planning
- Wealth Management
- Portfolio Management
- Banking
- Finance
- Risk Management
- Financial Modeling
- Insurance
- Financial Planning
- Financial Advisory
- Securities
Thomas Williamson Summary
- Thomas Williamson, based in Moe, VIC, AU, is currently a Partner at RGM Financial Group. Thomas Williamson brings experience from previous roles at RGM Financial Group, Bank Australia, Aware Super and VicSuper. Thomas Williamson holds a 2014 - 2016 Financial Planning Association of Australia. With a robust skill set that includes Strategic Financial Planning, Financial Analysis, Investments, Retirement Planning, Wealth Management and more. Thomas Williamson has 1 emails on RocketReach.
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Top RGM Financial Group Employees
Brad Tomholt
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Victoria, Australia
Lee Johnson
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Partner
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Makenzie Beath
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