Hi, I’m Felicity,
Senior Private Wealth Adviser at CFT Advisory Group of Shaw and PartnersÂ
Financial Adviser
I help women build and protect wealth, so they can focus on what truly matters. Its about taking control of your financial future with confidence and clarity.
My passion for finance is deeply rooted in the belief that financial literacy is one of the most powerful tools for independence and security. Throughout my career, I’ve been dedicated to educating, advising, and empowering individuals—particularly women—to take control of their financial future with confidence. As a financial professional and podcast host, I’ve seen first hand the impact that informed decision-making can have on wealth creation, financial well-being, and overall confidence. However, I’ve also observed the challenges many women face—whether it’s a lack of access to education, feeling intimidated by investment jargon, or simply not knowing where to start.
Financial freedom is not just about wealth—it’s about choices, confidence, and control. I want to be part of a movement that equips more women with the tools, knowledge, and support to invest in themselves—because when women thrive financially, we all win.
Location:Â Sydney /Â Australia-wide
Favourite drink:Â A Spicy Tommys Margarita or Sparkling Water
Best life hack: Never rely on one source of income—invest to create multiple streams.
Best piece of advice: Don’t wait for the “perfect” time to invest; the best time was yesterday, the second-best time is today and Financial independence isn’t a dream—it’s a strategy.
Book a call with Felicity
More About Me
Felicity Thomas is a Senior Private Wealth Adviser with over 10 years experience in wealth management and strategic financial planning, delivering advice on a wide range of areas, including but not limited to equity trading, portfolio and risk management, bonds and fixed interest, retirement planning, Lombard lending, margin lending , insurance and superannuation.
With a comprehensive and holistic approach to wealth management, Felicity partners with a select group of private clients, families, trusts and not-for-profit organisations to deliver tailored financial strategies that go beyond investment selection. She combines a deep understanding of financial markets with a long-term, values-based philosophy to help clients grow, manage and preserve their wealth across all life stages.
Felicity’s advice is highly personalised, built on trust, and underpinned by careful analysis and responsible decision-making. She takes the time to understand each client’s unique goals, values and circumstances—whether simple or complex—and delivers strategies that align with their broader lifestyle and legacy aspirations.
Leveraging a wide range of high-quality research — including insights from Shaw and Partners, EFG, UBS and other leading sources — Felicity skilfully diversifies portfolios across top-tier Australian and international equities, including ASX Top 200 and S&P 500 companies, as well as high-conviction opportunities in small and mid-cap stocks. She integrates direct investments with complementary vehicles such as ETFs and managed funds to reduce volatility, manage risk, and enhance long-term outcomes.
Felicity’s areas of expertise span the full spectrum of wealth management, including:
âś… Strategic investment advice across Australian and global markets
âś… Holistic wealth creation strategies
âś… Bespoke portfolio construction, management and administration
âś… Tailored advice for not-for-profits and SMSFs
âś… Integrated financial planning: retirement, superannuation, estate planning and risk mitigation
âś… Asset allocation and disciplined risk management
âś… Responsible investment frameworks aligned with personal values
âś… Debt and cash flow management strategies
âś… Access to alternative investment opportunities
Felicity’s proactive yet considered approach enables her to recommend thoughtful, forward-looking solutions and uncover wealth-generating opportunities that are both sustainable and aligned with her clients’ evolving needs. Her success is grounded in strong, long-term relationships, deep market knowledge, and an extensive professional network that provides early access to quality ideas.
She is committed to empowering clients with clarity and confidence, always backing her advice with a full assessment of risks and rewards, and providing ongoing support every step of the way.
The information provided on our website or at this seminar, online course, event, webinar or workshop is general in nature and is not personal financial product advice. Read Full Disclosure Here.
