Financial Services

Dfins-v3Thomas

Dickensons Financial Services is the financial planning division of Dickensons accounting.

Thomas Dubelaar is our specialist in- house financial adviser. Thomas previously worked with Australia’s second largest bank and has over 10 years experience providing personal financial advice to clients from all walks of life and in different stages of their financial journey. By understanding your current position, Thomas can implement the appropriate strategies to ensure you are moving in the right direction to meet your financial goals.

Thomas can provide you personal advice in the following areas:

  • Retirement planning and transition to retirement strategies
  • Self Managed Super Fund (establishment, ongoing investment advice & property purchase)
  • Investment and wealth creation advice (debt reduction strategies & tax minimisation)
  • Superannuation and salary sacrifice 
  • Buy/sell & Key man Insurance (to protect the equity and revenue in your business)
  • Personal Risk Insurance advice (Life, TPD, Trauma and Income Protection)

 

To book a meeting with Thomas please contact Dickensons reception or contact Thomas via email thomas@dfins.com.au to arrange a convenient time.

 

Thomas Dubelaar is an Authorised Representative of Ausure Pty Ltd – AFSL 238433

Financial Services Guide

 

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