who’s keeping you informed?

Neil Thomason

B Comm, Grad Dip FP
Director / Financial Adviser

NEIL HAS COMPLETED A BACHELOR OF COMMERCE FROM MURDOCH UNIVERSITY PERTH Western Australia AND A POST GRADUATE DIPLOMA IN FINANCIAL PLANNING FROM THE SECURITIES INSTITUTE OF WA. Neil is also a member of the Financial Planning Association of AustraliA.

An experienced Financial Adviser of 17 years, Neil Thomason has worked in the Financial Planning Industry at home in Perth Western Australia and abroad in London. This invaluable experience has been acquired through his diversity of roles both in major banks and private practices.

From a young age, Neil has enjoyed the independence and choice that comes with earning an income. This evolved into having a strong interest in business and learning how to make his money work best for him through informed financial plans and decisions. Neil has always had a natural discipline, been well organised and had a strong work ethic; qualities that go hand in hand with achieving success financially.

Neil’s pride in the longstanding and genuine relationships he has developed with clients to help them grow and protect their wealth, and achieve their financial goals, has been the cornerstone for setting up his own business, FORM Financial Planning. Neil takes delight in empowering his clients with the knowledge to succeed financially.

With a young family of his own, Neil understands the importance of securing and protecting your family’s financial future, to live the lifestyle you desire both now and into the future.

Stories of success

Neil has been a business associate and personal friend of our family since 2013. In that time Neil has shown that he is both resourceful and a highly motivated achiever in the various fields and positions to which he has applied himself.

During the time we have known Neil he has become a trusted friend who could at all times be relied upon in any matter. Neil has a most affable manner, which enables him to develop good relationships with both his peers and the people for whom he is responsible too.

We “found” Neil after trying to sort out problems with our GESB Superannuation and looking for a Financial Adviser who we could trust and be comfortable in dealing with. Neil helped us to sort through GESB, as GESB provide no comprehensive advice to their members. We have been very satisfied with Neil in handling our investments, retirement superannuation and Insurance advice – always comprehensive, detailed and thorough….

- Barry M. Lloyd

The earlier you can plan for your financial future,
the better positioned you will be to achieve your financial goals

Get in touch