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Tom Gray
BBus
Senior Investment Adviser
I focus on keeping clients informed about the best asset allocations and investments to assist them achieve their long-term investment objectives.
After over 10 years at Macquarie Equities, Tom joined Morgans in January 2019. Tom provides investment advice to individuals, not-for-profits and corporate clients. He concentrates 100% of his time on financial markets and partners with experienced Financial Planners to provide his clients with more comprehensive wealth management advice. Tom provides advice on Australian and international equities, fixed interest, listed property and cash.
Investment Style
Tom tailors his investment advice to each investor's investment objectives, risk and personal preferences. This includes recommending both passive and more active approaches to investments depending on each client's circumstances. Tom focusses on keeping clients informed on the latest views from both Morgans and the industry on both the market, sectors and individual investments to assist clients.
Services and Specialties
Self-Managed Super Funds
Stockbroking
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Bachelor of Business
Margin Lending & Geared Investments
Ethics and Professional Relationships
SDIA Accreditation Program - Tier 1
Associations
No items found.
Competencies
Tax (financial) Adviser
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
Managed Investments
Direct International Equities Trading Adviser
Securities
Margin Lending
Generic
I am a partner of Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Exchange Place. My employer remunerates me by way of salary. As a shareholder of Exchange Place Investments Pty Ltd., I may be entitled to a share of profits. As a Partner of Exchange Place Investments Pty Ltd., I will be entitled to a share of profits. As a Director of Exchange Place Investments Pty Ltd., I will be entitled to a share of profits.
