Thomas Curtis

Thomas Curtis

780 South Rd, Glandore SA 5037, Australia
72262119
Roe Financial
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 Alignments

Non Institutionally Aligned

Education

Bachelor of Commerce - Corporate Finance




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