Thomas Jacks, Author at Watkins Financial Services - Page 6 of 10

About Thomas Jacks

Thomas Jacks BCom (Acc), SMSF SpecialistTM, Adv. Dip F.S. (FP)

“I want to be able to assist clients with their investment and retirement planning by providing real strategy advice. It’s my aim to not only help my clients but to educate them by addressing the entire picture”

Thomas has had over five years’ experience in the Financial Services industry and dealing with Self Managed Super Funds (SMSFs). He studied a Bachelor of Commerce at the University of Queensland, majoring in accounting. On completion of his degree, Thomas decided to move into the financial services industry as he wanted to help people gain more control over their investments retirement savings. He saw a need to make sure clients are getting the appropriate advice. He is a passionate Rugby Union fan and follows the QLD Reds.

Thomas is a member of the SMSF Professionals Association of Australia (SPAA).He has undertaken testing of his SMSF knowledge and regulatory requirements as well as being assessed on ethical practices to ensure best standards are adhered to. Thomas has earned the qualification of an SMSF SpecialistTM and is committed to maintaining his SMSF competence and expertise through ongoing professional development.

    Find more about me on:
  • facebook
  • googleplus
  • linkedin
  • youtube

More Posts by Author...

A great article by Bina Brown on page 28 of the weekends Australian Financial Review (2-3 November 2013). Bina writes how younger investors are using margin loans to create wealth and a deposit for their first home. This is the type of strategy we have been imContinue Reading...

Direct Insurance seems to be increasing its presence, especially through TV advertising. Is this because of the promises of automatic cover with no health questionnaire or the protection of ones income without any proof of income? It’s easy to get the cover Continue Reading...

A recent article in the Courier Mail highlights the gap between the real cost of prostate cancer treatment and what is funded through private health insurance.  Families are being caught out having to pay additional money for treatment when the individual undContinue Reading...

The Coalition won the 2013 Federal Election with a majority of seats. The Coalition now plans to implement a number of initiatives such as changes to taxation and superannuation. Below is a summary of the changes. All changes must be passed by both levels of pContinue Reading...

Statistics published recently indicate it is becoming harder for first home buyers to enter the market.  Banks require a 20% deposit on a property or you will incur Lenders Mortgage Insurance (LMI) which is not cheap. Houses within 20kms from the city are staContinue Reading...