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)

NATALIE WATERHOUSE

Senior Adviser

Natalie is a highly experienced professional in the financial services sector. Natalie has dedicated the past 20 years to ensuring the client experience is empowering and rewarding both personally and financially.

As a mum Natalie brings a very real and relatable perspective to wealth management. She’s passionate about ensuring clients achieve financial security and the independence to enjoy what’s important to them in life.

Natalie’s role is to implement the most appropriate financial strategies to a client’s current and future circumstances.

Outside of Thomas Price, Natalie enjoys travelling, spending time with family and friends, a glass of wine and keeping fit and active.

Qualifications
Authorised Representative (ASIC No. 264130)
Natalie has a Diploma of Financial Planning

Stuart Callender

Stuart is the newest member of Thomas Price joining the team in January 2020. With a Bachelor of Commerce at Monash University, majoring in finance and economics Stuart chose to start his career in financial services with Thomas Price.

Throughout university, Stuart gained experience working in consumer banking at Westpac and in the finance team of United Petroleum.

Outside of study and work, Stuart enjoys playing Hockey and watching the Tigers win!

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.

IAN GILLIES

Ian commenced in Wealth Management in 1985 and has subsequently pursued a career in Private Wealth Management since then and has advised clients both throughout Australia and overseas.

He has advised many well-known individuals and families on both sides of their balance sheet and has advised clients on both their personal and family financial arrangements as well as intergenerationally.

Ian has a strong service philosophy coupled with a desire to ensure clients are well and appropriately organised to maximise their financial resources.

Ian has previously been an active member of various task forces and committees for the Financial Planning Association’s Professional Education. Ian was invited by ASIC to participate as an assessor in their Shadow Shopper survey and was invited by Personal Investor (later AFR Smart Investor) to design, set and review the assessment for their annual Top 50 Masterclass. Ian has both taught and assessed many of the FPA Diploma and Certification subjects during his involvement with FPA Professional education.

Career Highlights
State Manager Financial Planning Noble Lowndes PFS
Country Head – Wealth Planning UBS Wealth Management
Country Head -Wealth Planning Credit Suisse Private Banking

Academic Qualifications
Bachelor of Business
Diploma of Financial Planning
FASEA Exam

Professional Recognition
Certified Financial Planner – FPA
Trust and Estate Practitioner – Society of Trust and Estate Practitioners (Lond)
Fellow Financial Services Institute of Australia (FINSIA)
Distinguished Service Award – FPA