"My philosophy is to provide objective advice based on informed analysis while remaining dedicated to your investment needs."
Following his graduation from UQ with a Commerce degree, Tom began his career as a research assistant at Morgans before becoming an accountant at one of Queensland's largest accounting firms. Drawing on his past experience, Tom returned to Morgans in 2010 and now possesses the specialist knowledge necessary to provide financial product advice to retail clients.
Services and specialities
- Stockbroking
- Portfolio Administration
- Wealth Management
- Self-Managed Super Funds
- Superannuation Advice
- Margin Lending and Gearing Strategies
Investment Style
Tom's investment philosophy is focused on giving comprehensive financial advice to retail investors seeking long-term growth and tax effective income in Australian Listed Equities, Listed Fixed Interest Securities, Property Trusts and Cash Based Investments. He also has an interest in providing advice on short term trading situations provided it suits the investor's risk profile and personal circumstances.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, UQ, 2007
- Core 1 Securities and Managed Investments Accreditation Program, Deakin Prime, 2010
- Margin Lending Accreditation Program, Deakin Prime, 2010
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Derivatives Level 1
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.