Assesses your ability to manage variable income and avoid the common tax-timing pitfalls faced by doctors.
How it works
Answer these questions to see how you can improve your financial health. The Doctor Financial Scorecard is a guided assessment that helps you:
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- Understand where you stand today
- Identify your strong and weak areas
- Highlight simple next steps
- Get clear direction and feel more confident in the year ahead
It's private and secure, to be completed in just a few minutes!
You’ll be assessed on these 5 essential areas:
Structure & Working Arrangement
Reveals whether your financial structure and career path are aligned, or if hidden missteps could limit future opportunities.
Cashflow & Tax Timing
Protection & Future Security
Assesses the strength of your financial safety net and how well it supports your long-term security.
Superannuation & Forward Planning
Highlights whether you're financially prepared for the obligations, risks and opportunities within medical career.
Lending Structure & Borrowing Readiness
Shows how well your lending and entity setup support upcoming milestones such as property, partnership or practice ownership.
About me
I'm a Director at Verity Advisory, a boutique accounting firm that specialises in tax, accounting and financial services for healthcare businesses.
As a Chartered Accountant with 20+ years' experience in business accounting and tax advisory, I understand the unique financial realities of medical professionals and practices. I help doctors and time-poor medical professionals create clarity, structure and confidence in their financial lives.
With experience across tax, lending and financial planning, my focus is on integrating all the pieces so you can make decisions with less stress and more certainty.
Most of the medical professionals I work with don’t need more information, they need a clear, simple way to understand where they stand and what to do next. That’s why I built the Doctor Financial Scorecard and the Wealth Compass System™: to remove overwhelm and give you practical clarity in a calm, structured way.
If you ever feel stretched thin, unsure about the big picture, or want help coordinating everything properly, you’re in the right place. My job is to make your financial world feel lighter, clearer and more organised, so you can focus on what matters most.
My professional qualifications and memberships:
- Registered Tax Agent – Tax Practitioner Board (TPB)
- Registered Financial Adviser (ASIC) - Authorised Representative
- Member of Chartered Accountants Australia and New Zealand
- Member of Financial Advice Association Australia
Don’t just take my word for it, hear what others have to say
Tommy is a fantastic accountant. He is knowledgable, reliable and provides an excellent service. He helps ensure our business runs smoothly and always provides us with great advice.
Colleen D
Dentist
Tommy is extremely professional, prompt, knowledgeable and helpful. I highly recommend him.
Frances B
Physiotherapist
Tommy your expertise in managing finances and attention to detail truly make a difference. Thank you for your hard work and dedication. It’s reassuring to know we have someone as competent and reliable as you looking after our financial matters.
Behnaz K
GP
It’s a free clarity tool and see where you stand less than 3 minutes
Find out your financial score to see exactly where your strengths are and where hidden risks may exist.