Tom Merrick
Financial Adviser, Team Manager, Partner
Tom Merrick – Financial Adviser, Team Manager, Partner
“The greatest satisfaction is helping clients to make smart decisions by breaking down the financial jargon and providing strategic advice that’s easy to understand.”
Tom is a financial advisor based in Coffs Harbour, where he was born and raised. He joined Invest Blue Coffs Harbour in 2015, and the firm currently serves more than 600 clients in the mid-north coast area.
Tom has a strong educational background and recently completed his Masters in financial advice. One of his strengths is his ability to provide clients with technical advice while also simplifying complex strategies for easy understanding.
Outside of his professional life, Tom enjoys spending time with his wife Jodi, and their two children. He is also passionate about sports and enjoys playing golf, tennis, and AFL.
Areas of Specialisation:
- SMSF
- Transition to Retirement strategies
- Debt and Cashflow Management
- Superannuation
- Tax minimization strategies
Qualifications:
- Master of financial planning
- Diploma Financial Services (Financial Planning)
- Advanced Diploma Financial Services (Financial Planning)
- Graduate Diploma (Financial Planning)
- FASEA (Financial Adviser Exam)
