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Tom Lee
MAppFin BBus(Fin)
Investment Adviser / Principal
I provide tailored advice that equally focuses on preserving and creating wealth. My disciplined approach aims to avoid random acts of investing and is supported by detailed economic and investment analysis
Tom joined the Spring Hill office after completing his Masters degree which focused on portfolio creation and financial risk management. He primarily works with Mike Fittler to help clients manage their portfolios to reflect their risk preferences and achieve their goals.
Investment Style
Tom maintains a view on the economic and market conditions before identifying preferred themes and asset classes. With the support of fundamental and quantitative analysis, each investment recommendation reflects a clients individual needs, objectives and risk tolerance. This process is ongoing and as a result each portfolio is constantly reviewed and managed.
Services and Specialties
Fixed Interest and Cash Management
Portfolio Administration
Stockbroking
Wealth Management
Investment Advice
Qualifications and Professional Affiliations
Master of Business (Applied Finance)
Ethics and Professional Relationships
Bachelor of Business (Finance)
Associations
No items found.
Competencies
Managed Investments
Superannuation
Direct International Equities Trading Adviser
Tax (financial) Adviser
Securities
Generic
Margin Lending
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.
