Thomas Jacks, Author at Watkins Financial Services - Page 9 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...

Your ability to earn income is your most valuable asset. How does Income Protection cover work? Income protection covers you in the event that you are unable to work due to sickness or injury. Income protection provides you with a monthly benefit when on claimContinue Reading...

The Federal Treasurer, Wayne Swan described his sixth Federal Budget as a ‘sensible, calm and responsible approach that puts jobs first’. This Budget could be described as uneventful as it contained little in the way of sweeteners for middle income earnersContinue Reading...

It is becoming more difficult to reduce your tax payable in today’s environment. However, there are still a few key strategies available to you. 1.       Borrowing to invest – negative gearing Negative gearing is where you borrow to invest and the coContinue Reading...

Majority of people these days that are being diagnosed with a type of cancer, having a heart attack or stroke will survive. The problem these people face is they can’t afford to survive. Medicare and Private Health Insurance will only cover so much. Key StatContinue Reading...

There have been numerous changes to the superannuation sector in recent time and more specifically to how SMSFs are administered. It can be very difficult for trustees to stay up to date with changes and manage them effectively. We always aim to keep things siContinue Reading...