Thomas Heenan

“Understanding each client’s aspirations, developing and implementing a strategy, and seeing them reach their aspirations is why I love being a financial planner.”

Thomas is someone who genuinely enjoys speaking with people, hearing their stories, understanding their journeys and helping them achieve all they want to achieve. He’s thoroughly professional as well as understanding of individual client needs, and intent on getting the best outcomes for clients no matter how much time it takes.

As an Associate Advisor with Accru Financial Planning, Thomas works closely with Greg Newbury preparing wealth management strategies incorporating financial investments, insurance, aged care, Centrelink entitlements, estate planning and tax structuring.

Known for his collaborative approach with other Accru Felsers professionals, Thomas ensures that no stone is left unturned when customising wealth accumulation strategies for his clients.

Thomas has been in the financial planning industry for five years and honed his skills in almost every facet of financial planning during this time. He’s advised clients from a vast array of professions and backgrounds – from medical professionals to defence force personnel,  and elderly clients moving into age care to young professionals seeking tax-effective wealth management advice. Thomas takes equal personal satisfaction in helping them reach their desired goals.

Professional qualifications and memberships

  • Bachelor of Commerce
  • Diploma of Financial Planning
  • Member of Kaplan Professional
  • Affiliate of the Financial Planning Association of Australia

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