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He takes time to understand what’s really important to clients and uses his knowledge and experience to create financial strategies that are both highly effective, yet easy-to-understand.
Julie has completed her Graduate Diploma of Financial planning.
With over 10 years experience in a dynamic and challenging management role, Julie brings a fresh perspective as to what clients really want in financial advice, with an honest and ethical approach to helping clients meet their financial goals.
Nicholas Brooks (AR 1312828 )
Starting his career as a builder, Nick understands the importance of having a strong foundation both in construction and in finance. His time in the building industry taught him the value of planning, discipline, and creating something lasting.
Now a qualified Financial Adviser with a Bachelor of Business (Financial Planning), Nick has joined the family business at Thompson Financial Planning, bringing with him a practical mindset and a passion for helping people build long-term wealth. He specialises in working with young professionals and families who want to make smart financial decisions early whether that’s investing, maximising superannuation, buying property, managing cash flow, or implementing tax-effective strategies to grow and protect their wealth.
Outside of work, Nick is a devoted dad to a young child and enjoys spending time with family. His down-to-earth approach and genuine care for clients reflect the same family values that have shaped Thompson Financial Planning helping clients feel confident, supported, and in control of their financial future.
Raised in the country, Trent brings integrity, reliability, and a practical approach to every client relationship. Now with all this experience Trent has joined the family business to provided more expertise in the financial planning firm.
With over 25 years of experience in property and valuation. Trent completed his Graduate Diploma of Financial Planning and is developing expertise across all areas of financial advice, including client engagement, advice preparation, and strategic planning.
Before entering financial planning, Trent was Managing Director at Hely & Associates Property Valuers, specialising in residential and development site valuations for mortgage security, taxation, and family law purposes. His earlier career included senior roles in property management and as Partner and Licensee at Place Estate Agents, Double Bay.
Trent’s combined experience in property and finance provides clients with balanced, informed, and practical guidance to achieve their financial goals.
Ffion is one of the friendly faces behind the scenes making sure every piece of advice we deliver is accurate, tailored, and on time. With a sharp eye for detail and a genuine love for helping people, she supports our advisers in creating financial plans that truly make a difference.
Outside of work, Ffion is a proud mum of two energetic kids who keep her on her toes. She brings the same warmth, patience, and positivity she shows at home into everything she does here at the office. Her vibrant personality and can-do attitude make her a joy to work with for both clients and the team.
Whether she’s analysing data or adding a splash of colour to the office with her laughter, Ffion helps keep everything running smoothly (and cheerfully).
Originally from Ireland, Toni has travelled the world before falling in love with the relaxed lifestyle of Byron Bay, which she now proudly calls home.
With a background in teaching, Toni’s passion for helping others started early. Her natural ability to connect with people and make a difference in their lives led her into the world of financial planning, where she now serves as Head of Client Services at Thompson Financial Planning.
Toni is dedicated to ensuring every client feels supported, informed, and valued throughout their financial journey. Her caring nature, attention to detail, and genuine interest in people make her an integral part of the Thompson Financial Planning family.
Outside of work, Toni enjoys soaking up the Byron lifestyle whether it’s spending time at the beach, exploring local markets, or catching up with friends over coffee.
Yasmin has recently completed her university degree in Financial Planning and has joined our team to begin her career in the family business. Starting in administration, she’s eager to learn every part of the business from the ground up bringing with her a strong academic foundation and a genuine passion for helping people achieve their financial goals.
At just 22, Yasmin already has a world of knowledge and life experience. Having travelled extensively, she’s gained a unique global perspective and a deep appreciation for people from all walks of life. Her positive energy, curiosity, and enthusiasm make her a valued part of the team and a joy to work with.
Always smiling and ready to lend a hand, Yasmin embodies the friendly, down-to-earth spirit that defines our company.