Tom Farrell Email
Director - Advisory and Tax @ 5 Financial
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Tom Farrell Location
- Sydney, NSW, AU
Tom Farrell Work
- 2022 -now Director - Advisory and Tax @
- 2016 -2023 Asset Manager @
- 2011 -2016 Assistant Manager @
Tom Farrell Education
- Chartered Accountants Australia and New Zealand
Chartered Accountant (Chartered Accountant, Accounting)
2012-2014 - University of Sydney
Bachelor of Commerce (B.Com.) (Bachelor of Commerce (B.Com.), Finance and Economics)
2009-2011
Tom Farrell Skills
- Investments
- Retirement Planning
- Mutual Funds
- Financial Analysis
- Banking
- Equities
- Strategic Financial Planning
- Portfolio Management
- Financial Services
- Credit
- Wealth Management
- Securities
- Series 7
- Retirement
- Risk Management
- Fixed Income
- Insurance
- Loans
- Fixed Annuities
- Mortgage Lending
- Financial Planning
- Accounting
- Corporate Finance
- Due Diligence
- Financial Modeling
- Management
- Financial Reporting
- Microsoft Excel
- Excel Models
- MS Excel Pivot Tables
- Excel Dashboards
Tom Farrell Summary
- Tom Farrell, based in Sydney, NSW, AU, is currently a Director - Advisory and Tax at 5 Financial. Tom Farrell brings experience from previous roles at Balmain NB Commercial Mortgages Ltd and PPB Advisory. Tom Farrell holds a 2012 - 2014 Chartered Accountant in Chartered Accountant, Accounting @ Chartered Accountants Australia and New Zealand. With a robust skill set that includes Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking and more. Tom Farrell has 1 emails on RocketReach.
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