Mark Thomas

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Authorised Representative: 000341908

Private Client Adviser

"I use my decades of experience to provide you with personalised superannuation and investment advice tailored to your individual needs and goals."

Mark joined the finance industry in Stockbroking in 1987 and, after time on the trading floor and writing client research, started providing client advice in 1993. During his long career, he has provided advice to a range of investors including retail clients, high net worth individuals, wholesale fund managers, absolute return funds, hedge funds and buy-write funds.

Services and specialities

  • Superannuation Advice
  • Self Managed Super Funds
  • Wealth Management
  • Stockbroking
  • Portfolio Administration
  • Options and Warrants

Investment Style

As a senior adviser in the Balmain office of Morgans, Mark offers decades of experience for clients seeking premium personalised advice on superannuation, investment selection, portfolio management and SMSF's. Mark acts as a personal portfolio manager for his clients and tailors advice to meet each clients individual needs.

Industry Education & Experience

Qualifications
  • Professional Diploma in Stockbroking, Deakin University, 2002
  • SDIA Accreditation, Deakin University, 2002
  • Bachelor of Economics, Sydney University, 1986
  • Ethics and Professional Relationships, QUT, 2020
Professional Associations
  • Member of Stockbrokers and Investment Advisers Association (MeSIAA)
  • Tax (Financial) Adviser
Approved Competencies
  • Superannuation
  • Securities
  • Managed Investments
  • Generic
  • Margin Lending
  • Derivatives Level 1
  • Derivatives Level 2
I am employed by SPW Wealth Advisors Pty Ltd which operates the business of Morgans Financial Limited - Balmain. My employer remunerates me as your adviser by way of salary and percentage of fees.