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Working With Doctors on Major Financial Decisions


As your income grows, tax, lending and ownership decisions become more complex. Through our Wealth Compass SystemTM , we help you ensure your financial structure aligns before costly mistakes occur.


Why Financial Structure Matters

Many doctors experience a sudden increase in income but their financial structure remains suited for a much simpler situation. This can lead to a few issues:

  • Inefficient tax outcome
  • Borrowing constraints
  • Poorly structured investments
  • Fragmented advice leaves you coordinating multiple advisers who are disconnected.

Result: You work harder than most and earn well, yet feel your wealth isn't increasing as it should.
Our approach focuses on ensuring the financial structure behind your income, debt and investments evolves with your career.

Common Financial Decisions for Doctors



The Wealth Compass SystemTM

Your all-in-one financial structure plan to help you align tax, lending and ownership decisions.

6 Step Process For Financial Success

Doctor Financial Scorecard

The Doctor Financial ScorecardTM helps to identify whether your existing financial structures are appropriate for your current income and career stage.



Start My Doctor Financial Scorecard Start My Doctor Financial Scorecard


Recent Client Testimonials

Colleen D

"Tommy is a fantastic accountant. He is knowledgeable, reliable and provides an excellent service. He helps ensure our clinic runs smoothly and always provides us with great advice."

Sean O

"I have been using Tommy Li for several years and found his advice sound and educated, his honesty and Integrity, is first class."

D Maudsley

"Tommy has restored my faith in accountants after our last experience with an accountant was dismal. Tommy is great in his communication skills and financial knowledge but also patient and understanding of the significant workload business owners are required to undertake and always with a positive disposition.

director of verity advisory

Tommy Li, CA



Tommy is a Director at Verity Advisory, a boutique accounting firm that specialises in tax, accounting and financial services for medical businesses.

As a Chartered Accountant with 20+ years' experience in business accounting and tax advisory, he understands the unique financial realities of medical practices and professionals. From implementing effective tax strategies to optimising finances and cash flow, his clients' peace of mind is his highest priority. Since 2019, he's led his accounting firm, trusted by a loyal and growing client base. Moreover, Tommy's complementary skills in financial advice highlight his genuine dedication to empowering clients with comprehensive financial solutions. With a focus on personalised service and the consistent application of enduring financial principles, he is committed to helping clients achieve their goals while securing the well-being of their families.

Professional qualifications and memberships:

  • Registered Tax Agent – Tax Practitioner Board (TPB)
  • Registered Financial Adviser (ASIC) - Authorised Representative No. 1261831
  • Member of Chartered Accountants Australia and New Zealand
  • Member of Financial Advice Association Australia

Find out your financial score!

Understand how well your tax, lending and financial structures are aligned. It takes about 3 minutes.

doctor financial scorecard doctor financial scorecard