Thomas Jacks, Author at Watkins Financial Services - Page 8 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.

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