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Tom Crommelin
Private Client Adviser
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.
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.
Services and Specialties
Superannuation Advice
Stockbroking
Wealth Management
Portfolio Administration
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Bachelor of Commerce
Ethics and Professional Relationships
Core 1 Securities and Managed Investments Accreditation Program
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 1
Securities
Margin Lending
Generic
Managed Investments
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me 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.
