Senior Wealth Partner

• Mar 2018 - Present

Nithin Thomas has been working as a Financial Adviser since 2010. His experience has been with large institutions such as AMP and HSBC and smaller boutique firms such as Eluvia. He holds an MBA degree majoring in Finance and maintains a high level of Continuing Professional Development (CPD) each year remain up-to-date with regulatory changes and financial strategies to ensure his clients receive the best outcome from his advice. He believes the future of the Financial Planning industry is… Show more Nithin Thomas has been working as a Financial Adviser since 2010. His experience has been with large institutions such as AMP and HSBC and smaller boutique firms such as Eluvia. He holds an MBA degree majoring in Finance and maintains a high level of Continuing Professional Development (CPD) each year remain up-to-date with regulatory changes and financial strategies to ensure his clients receive the best outcome from his advice. He believes the future of the Financial Planning industry is evolving and it is important to keep up with the changing environment. “I truly believe that everyone should have access to quality financial advice. Educating my clients and providing them with the best options available is what drives me. My client’s success is my success. I assist in creating wealth, ensuring it’s protected and help growing it through quality advice and proven strategies; all of which results in an improved lifestyle”. “As a Cooee Wealth Partner, I do not receive commissions for my client purchasing a financial product, I do not receive payment or inducements to recommend financial products to clients, I do not have in place any fee structure that means I will not be paid unless my client purchases a financial product. This avoids any conflict of interest between the adviser and client, enabling me to work in the best interest of my clients.” Show less Nithin Thomas has been working as a Financial Adviser since 2010. His experience has been with large institutions such as AMP and HSBC and smaller boutique firms such as Eluvia. He holds an MBA degree majoring in Finance and maintains a high level of Continuing Professional Development (CPD) each year remain up-to-date with regulatory changes and financial strategies to ensure his clients receive the best outcome from his advice. He believes the future of the Financial Planning industry is… Show more Nithin Thomas has been working as a Financial Adviser since 2010. His experience has been with large institutions such as AMP and HSBC and smaller boutique firms such as Eluvia. He holds an MBA degree majoring in Finance and maintains a high level of Continuing Professional Development (CPD) each year remain up-to-date with regulatory changes and financial strategies to ensure his clients receive the best outcome from his advice. He believes the future of the Financial Planning industry is evolving and it is important to keep up with the changing environment. “I truly believe that everyone should have access to quality financial advice. Educating my clients and providing them with the best options available is what drives me. My client’s success is my success. I assist in creating wealth, ensuring it’s protected and help growing it through quality advice and proven strategies; all of which results in an improved lifestyle”. “As a Cooee Wealth Partner, I do not receive commissions for my client purchasing a financial product, I do not receive payment or inducements to recommend financial products to clients, I do not have in place any fee structure that means I will not be paid unless my client purchases a financial product. This avoids any conflict of interest between the adviser and client, enabling me to work in the best interest of my clients.” Show less

Part-time Coach/Referee

• Jan 2010 - Present

Financial Adviser

• Oct 2017 - Mar 2018

Senior Financial Planner

• 2016 - Oct 2017

Senior Financial Adviser

• Aug 2011 - Aug 2016

Financial Planner

• Aug 2010 - Aug 2011

Responsibilities • Provide high quality financial advice to customers to help them achieve their goals and objectives (i.e. investment planning, risk management, retirement planning and other advice) • Provide high quality business superannuation advice to small business owners • Liaising with underwriters, life insurance administrator, advisor support consultants, customer’s accountant, and other financial institution staff members • Ensure compliance obligations are met •… Show more Responsibilities • Provide high quality financial advice to customers to help them achieve their goals and objectives (i.e. investment planning, risk management, retirement planning and other advice) • Provide high quality business superannuation advice to small business owners • Liaising with underwriters, life insurance administrator, advisor support consultants, customer’s accountant, and other financial institution staff members • Ensure compliance obligations are met • Familiarise with current legal restrictions and laws concerning retirement plans, tax shelters, and insurance • Help customer to prepare budgets, and understand their current cash flow • Actively participate in internal and external seminars to help increase my knowledge on financial planning as well as world economy • Actively participate in training provided by the Group Show less Responsibilities • Provide high quality financial advice to customers to help them achieve their goals and objectives (i.e. investment planning, risk management, retirement planning and other advice) • Provide high quality business superannuation advice to small business owners • Liaising with underwriters, life insurance administrator, advisor support consultants, customer’s accountant, and other financial institution staff members • Ensure compliance obligations are met •… Show more Responsibilities • Provide high quality financial advice to customers to help them achieve their goals and objectives (i.e. investment planning, risk management, retirement planning and other advice) • Provide high quality business superannuation advice to small business owners • Liaising with underwriters, life insurance administrator, advisor support consultants, customer’s accountant, and other financial institution staff members • Ensure compliance obligations are met • Familiarise with current legal restrictions and laws concerning retirement plans, tax shelters, and insurance • Help customer to prepare budgets, and understand their current cash flow • Actively participate in internal and external seminars to help increase my knowledge on financial planning as well as world economy • Actively participate in training provided by the Group Show less

Survey Officer

• Jan 2009 - Aug 2010