WELCOME TO THOMAS PRICE

ThomasPrice Pty Ltd (ThomasPrice) is a bespoke financial services company. Our team of experienced financial professionals provide advice to a diverse group of clients including family offices, high net worths, busy executives, large corporates and not-for-profit organisations.

Thomas Price is Australian owned, with an Australian Financial Services Licence, and does not rely on large institutions, such as banks or insurance companies, for guidance or licensing support.

OUR SKILL SET

  • Consulting to accountants and lawyers on SMSF issues and legislative updates.
  • Providing investment advice to government employees regarding defined benefit funds.
  • Providing superannuation and estate planning advice to professionals considering retiring or selling their business.
  • Chairing numerous investment committees and consulting to sporting bodies.

TOM ALMOND

Director, AFP, B.Econ, Adv Dip FP, Grad Dip AppFin, SSA

Tom is the founder and managing director of ThomasPrice. With over 20 years experience within the financial services industry, Tom brings significant professional knowledge as well as an intimate understanding of the challenges facing the industry.

As part of leading advice networks, Tom has been employed in senior positions within some of Australia’s largest Financial Planning and Funds Management firms. Within these networks Tom has played key roles chairing several investment committees and managing technical teams.

Tom’s skill set and expertise extends to presenting to accountants and lawyers on Self Managed Superannuation Fund issues and legislative updates. He is a member of various investment committees and has provided investment advice to many Government employees with regard to defined benefit funds. Tom has also provided superannuation and estate planning advice to professionals considering retiring or selling their business and is a consultant to various sporting and charitable bodies.

Qualifications
Bachelor of Economics from University of Newcastle
Advanced Diploma in Financial Planning – awarded AFP
Graduate Diploma in Applied Finance from Macquarie University
SMSF Specialist Advisor™

JOHN ROBSON

Senior Adviser

Senior Adviser at Thomas Price, John is an authorised representative with over 30 years’ experience in the Financial Planning Industry.

John began his career in the industry in the late 1980s in a client servicing role. Since this time, he has progressed through several roles including technical paraplanning, product research, marketing, and business management.

John has been a financial planner since 1997. He has been an authorised representative through several Dealers Licences, through two main companies, and was also a responsible officer on a licence. His focus and style with clients is to develop a clear understanding of their lifestyle objectives, then deliver a wide range of holistic advice and solutions to meet the personal needs of their family. Since 1997, John has also been an investment committee member including chairmanship over a number of years.

Outside of Thomas Price, John is an advocate for health and fitness, and also a member of the MCC. John also enjoys travel and the outdoor lifestyle including bushwalking. trail Running and regular trips to the country to visit family and friends.

Qualifications
Authorised Representative (ASIC No.264130)
Bachelor of Arts
GdipFIn Planning (Sec Inst)

DIANNE SYNNOTT

Office Manager

Di Synnott has been with Thomas Price since March 2015 and has a broad base of skills across a variety of industries including Legal as a Para-legal Assistant and Retail Design as PA/Office Manager. Di brings excellent Relationship skills and provides first point of contact for customers.

Stuart Allen

Senior Adviser

Senior Adviser at Thomas Price, Stuart is an authorised representative with over 15 years’ experience in the financial services industry.

Prior to joining Thomas Price, Stuart spent several years as Financial Adviser with a boutique financial planning practice, servicing clients throughout Melbourne. His early career was in sales and marketing, followed by 9 years in the financial services industry; initially in the Superannuation and the Contractor Taxation Management sector. In that capacity Stuart consulted to major financial services organisations such as banks, wealth management, superannuation and insurance companies throughout Australia and overseas.

Qualifications
Authorised Representative (ASIC No. 345963)
Diploma of Financial Planning (Kaplan) Practitioner – Association of Financial Advisers (AFA)