Thomas Robertson

Thomas Robertson serves as the Principal Lawyer at Plain Legal, bringing a wealth of experience since joining in July 2016. His work involves collaboration with financial planners to deliver tailored estate plans, including wills and enduring powers of attorney, as well as guardianship and health directives. Thomas is also highly skilled in business succession planning, drafting shareholder agreements, partnership agreements, and buy/sell agreements. Additionally, he advises on commercial leasing and financial services law, ensuring comprehensive support for his clients. With a career spanning various roles, Thomas began as a financial planner, providing in-depth advice on wealth building through superannuation, insurance, and retirement planning. His tenure as a financial planner at Infuse Financial and Go West Financial Group, enriched his expertise in financial management and planning. Thomas held pivotal positions in compliance and governance, notably as Head of Corporate Governance and Compliance at OneVue Group and as Head of Compliance for IOOF, leading teams and navigating complex financial regulations across Australia. Earlier in his career, he managed compliance within Citibank's Wealth Management Division, showcasing his longstanding commitment to maintaining high standards in the financial sector. Educated at the University of Western Australia with a Bachelor of Commerce and the University of Technology Sydney with a Juris Doctor, Thomas furthered his qualifications with a Graduate Diploma of Financial Planning and a Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia. He has completed various professional courses, including the Legal Practice Management Course and certifications in superannuation and listed product advice, reflecting his dedication to continuous professional development.