Felicity Thomas Email & Phone Number | With over 10 years of experience in the financial services industry, I am a senior private wealth adviser at Shaw and Partners Limited, where I provide tailored and holistic advice to high-net-worth clients, NFPs and Family Offices on wealth creation, protection, and intergenerational wealth transfer. I am also the Co-host and Co-Founder of the Talk Money To Me Podcast. I hold a Master of Financial Planning and a Graduate Diploma of Applied Finance, and I have strong skills in client relationship management, finance, and financial planning. I am passionate about helping my clients and my community to make informed and confident financial decisions, and I strive to deliver exceptional service and outcomes. I value integrity, collaboration, and innovation, and I bring diverse perspectives and experiences to my team and my industry.

Felicity Thomas

With over 10 years of experience in the financial services industry, I am a senior private wealth ad...
Ord Minnett Limited, L8 255 George St, Australia

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Felicity Thomas’s Email fthomas@ords.com.au

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Felicity Thomas’s Location Ord Minnett Limited, L8 255 George St, Australia

Felicity Thomas’s Current Industry Talk Money Her Financial Network Shaw And Partners

Felicity Thomas’s Prior Industry Ord Minnett | BT | Leading Edge | Tsa Telco | Aristocrat

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Work Experience

Talk Money

Podcast Host

2021-08-01 00:00:00 - Present

Her Financial Network

Co-Founder

2020-11-01 00:00:00 - Present

Shaw And Partners

Senior Private Wealth Adviser

2020-10-01 00:00:00 - Present

Ord Minnett

Private Wealth Adviser

2017-06-01 00:00:00 - 2020-09-01 00:00:00

BT

Advanced Financial Adviser

2013-06-01 00:00:00 - 2017-06-01 00:00:00

Leading Edge

Sales Consultant

2010-08-01 00:00:00 - 2012-07-01 00:00:00

Tsa Telco

Sales Consultant

2009-08-01 00:00:00 - 2010-08-01 00:00:00

Aristocrat

Temp Assistant to General Manager

2008-01-01 00:00:00 - 2008-08-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Felicity Thomas

Felicity Thomas is located at
Ord Minnett Limited, L8 255 George St, Australia

Felicity Thomas is a With over 10 years of experience in the financial services industry, I am a senior private wealth adviser at Shaw and Partners Limited, where I provide tailored and holistic advice to high-net-worth clients, NFPs and Family Offices on wealth creation, protection, and intergenerational wealth transfer. I am also the Co-host and Co-Founder of the Talk Money To Me Podcast. I hold a Master of Financial Planning and a Graduate Diploma of Applied Finance, and I have strong skills in client relationship management, finance, and financial planning. I am passionate about helping my clients and my community to make informed and confident financial decisions, and I strive to deliver exceptional service and outcomes. I value integrity, collaboration, and innovation, and I bring diverse perspectives and experiences to my team and my industry.

Felicity Thomas currently works in the Talk Money | Her Financial Network | Shaw And Partners |

No Languages Available

Felicity Thomas has prior
experience in the following industries:
Ord Minnett | BT | Leading Edge | Tsa Telco | Aristocrat

Felicity Thomas has the following professional experience:
Talk Money | Her Financial Network | Shaw And Partners | Ord Minnett | BT | Leading Edge | Tsa Telco | Aristocrat