"My number one priority when providing financial advice is honesty and integrity."
Tom has spent the last decade helping clients build their wealth through active share advice. He believes we should always be learning and strengthening our approach to investing. Translating this learning growth mindset into profits for his clients is what gives Tom his greatest satisfaction.
Services and specialities
- Portfolio Administration
- Stockbroking
- Wealth Management
Investment Style
Tom's investment approach is to understand and assist each client with achieving their investment objectives and goals. Tom loves finding deeply undervalued companies with potential for growth and building portfolios that achieve superior long term performance with a focus on minimising risk.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, University of Adelaide, 2005
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Derivatives Level 1
- Generic
- Managed Investments
- Securities
- Superannuation
I am employed by Unley Partners Pty Ltd which operates the business of Morgans Financial Limited - Unley. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Unley Partners Pty Ltd, I may be entitled to a share of profits. As a Director of Unley Partners Pty Ltd, I will be entitled to a share of profits.