Thomas Group Financial Planning, Accounting & Taxation

Financial Services - Kogarah, NSW, AU

Thomas Group Financial Planning, Accounting & Taxation Employees
Bree Tanner

Client Services Coordinator

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Thalia Lucifero

Client Services - Financial Planning

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Thomas Group Financial Planning, Accounting & Taxation Details

At Thomas Group Financial Services, you can enjoy the benefits of a small firm where you receive personalised service and deal directly with the Principal, Peter Thomas. We ensure you receive well researched, timely and quality tax or financial planning advice. He is an accredited Aged Care Specialist who can support individuals and their family with Aged Care financial decision-making, with an inhouse Aged Care Specialist onsite for practical homecare and residential arrangements.Peter has been in the financial planning industry since 1994, he has a Masters of Commerce Degree, specialising in financial planning. In addition, Peter is registered Tax Agent and Accountant, a member of the Institute of Public Accountants, an Accredited Aged Care Professional, a Bronze Partner in the Xero Accounting Software Program and an Accredited Self-Managed Super Fund specialist.

Thomas Group Financial Planning, Accounting & Taxation logo, Thomas Group Financial Planning, Accounting & Taxation contact details
Employees: 5 - 9
HQ: N/A
Location: Kogarah, NSW, AU
Revenue: Not Available
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Thomas Group Financial Planning, Accounting & Taxation is a reputable financial services firm based in Kogarah, Australia. With a team of experienced professionals, they provide personalized service and well-researched advice to their clients. Their principal, Peter Thomas, is an accredited Aged Care Specialist with over 25 years of experience in the financial planning industry. He holds a Master's degree in Commerce and is a registered Tax Agent and Accountant. The firm offers a range of services, including financial planning, accounting, and taxation. They specialize in providing support for individuals and their families with aged care financial decision-making, with an in-house Aged Care Specialist available for practical homecare and residential arrangements. Thomas Group Financial Planning, Accounting & Taxation is committed to delivering timely and quality advice, ensuring their clients receive the best possible outcomes for their financial future. Their dedication to personalized service and expert advice has earned them a strong reputation in the industry.

At Thomas Group Financial Services, you'll get personalized service from the head honcho, Peter Thomas. He'll give you well-researched, timely, and quality advice on taxes and financial planning. Plus, he's an expert in helping people with aged care planning, and has someone on staff who can help with in-home care and residential arrangements. Peter's been in the business since 1994, has a master's degree in financial planning, and is certified in lots of other important areas like taxes, accounting, and super funds.

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