Financial Planner Profile

Name: Thomas Akiva

Qualifications: Diploma of Financial Planning, Advanced Diploma of Financial Planning

Tom Akiva commenced as an Assistant Adviser where he helped clients set and work towards their financial and lifestyle goals, including taking a comprehensive overview of their situation and helping them work towards a plan that will help them progress financially. He now works as a New Client Acquisition Team Leader within the business.

Originally from the UK, Tom has also lived in New Zealand. He is a keen soccer fan and has a passion for travel and hiking.

Financial Planning Services:

  • Deposit and Payment Products
  • Life Products
  • Managed Investment Schemes
  • Retirement Savings Account Products

  

  • Securities
  • Superannuation
  • Margin Lending Facility