Advice you can trust.

Simon Thomas

Financial Planner
Director

With over 30 years of experience in the financial planning industry, Simon has dedicated his career to helping clients navigate the complexities of financial markets and products. Based in Gympie, he co-founded Sage Financial Planning in 2022, where he continues to provide personalised guidance, enabling clients to balance their financial goals with the means to enjoy what’s truly important to them.

Outside of work, Simon is passionate about cycling and loves embarking on new cycling adventures, both locally and abroad. When he’s not on his bike, he enjoys spending quality time with his wife and daughter, maintaining his property, and engaging with the local community.

Throughout the years, Simon has actively participated in various organisations, including the Gympie Apex Club and Gympie Rotary Club. He also served on the board of Jobmatch Gympie for 15 years. His commitment to both his clients and community reflects his belief in the importance of building lasting relationships and contributing positively to those around him.

Joanne Thomas

Special Projects Manager

Joanne is a key figure at Sage Financial Planning, specialising in managing special projects and overseeing the day-to-day operations of the business. With extensive experience in customer service and business management since 1995, Joanne is always focused on responding to the dynamic needs of the financial planning industry. Her commitment to excellence ensures that Sage continues to provide the highest level of care and attention to its clients.

Outside of the office, Joanne enjoys travelling, staying active at the gym, and cherishing time with her husband and daughter. Her dedication to both her professional and personal life makes her an integral part of the Sage team.

Annette Fletcher

Client Services Officer

Annette joined Sage in 2023, bringing a background in banking and a strong customer-focused approach. In a short time, she has become an invaluable part of the Sage team, ensuring that the operational side of the office runs smoothly and efficiently. Annette manages the lodgement of new business and ensures that client requests are fulfilled with precision and care.

With a passion for learning, Annette is eager to expand her knowledge of the financial services industry and is always looking for ways to enhance her skills. Outside of work, Annette and her husband are proud parents to two active boys and enjoys quality family time. The Fletcher family loves caravaning and making lasting memories on trips with family and friends.

Donna Tyson

Client Services Manager

Donna joined Sage in 2022 as a Client Services Manager, bringing with her a wealth of experience from the financial planning industry, where she has worked for nearly three decades. As a client engagement professional, Donna is dedicated to putting the needs of clients first, always ensuring their interests are top priority. Her deep understanding of the financial planning process allows her to expertly guide clients through paperwork and the implementation phases including assisting with Centrelink, making the experience seamless and efficient.

Donna is not only an asset to our clients but also to the Sage team, serving as a mentor to other team members and offering support with her bubbly personality and enthusiasm.

Outside of work, Donna is a proud mum and grandmother who loves spending time with her family. She is also an animal lover, enjoying the company of her birds and dogs.