OzPlan Financial Services Team Member
Clint Thomas
Authorised Representative
- Clint Thomas
Authorised Representative No. 345967 - Financial Adviser
- email: clintt@mbmgroup.com.au
- Financial Services Guide (89kb PDF)
Clint has a hands on approach to Financial Planning and enjoys the face to face interaction with his clients. He reviews and discusses investments with his clients and devises taxation and superannuation strategies and assists them with personal and business risk insurance.
While the typical financial planning approach is to focus on growing clients existing assets, Clint concentrates on personal and business risk which involves safeguarding business and individuals against the loss of any future income and growth.
His communication skills and ability to listen enable Clint to understand what clients are trying to achieve long term and put steps in place to help them achieve their targets. Clint enjoys the ongoing interaction with clients over the years as they get married, have children, build wealth and then plan for retirement.
Clint lives in Toolamba with his wife Kristy and son Max and enjoys playing cricket and riding a motor cycle in his spare time.
- Diploma of Business Marketing
- Diploma of Financial Services
- Advanced Diploma of Financial Services
Qualifications
- Diploma of Business Marketing
- Diploma of Financial Services
- Advanced Diploma of Financial Services