Mark Thomas
Private Client Adviser
I use my decades of experience to provide you with personalised superannuation and investment advice tailored to your individual needs and goals.
Mark joined the finance industry in Stockbroking in 1987 and, after time on the trading floor and writing client research, started providing client advice in 1993. During his long career, he has provided advice to a range of investors including retail clients, high net worth individuals, wholesale fund managers, absolute return funds, hedge funds and buy-write funds.
Investment Style
As a senior adviser in the Balmain office of Morgans, Mark offers decades of experience for clients seeking premium personalised advice on superannuation, investment selection, portfolio management and SMSF's. Mark acts as a personal portfolio manager for his clients and tailors advice to meet each clients individual needs.
Services and Specialties
Portfolio Administration
Options and Warrants
Superannuation Advice
Wealth Management
Self-Managed Super Funds
Stockbroking
Qualifications and Professional Affiliations
Professional Diploma in Stockbroking
SDIA Accreditation
Ethics and Professional Relationships
Bachelor of Economics
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Superannuation
Margin Lending
Securities
Derivatives Level 2
Managed Investments
Derivatives Level 1
I am employed by SPW Wealth Advisors Pty Ltd which operates the business of Morgans Financial Limited - Balmain. My employer remunerates me by way of salary and percentage of fees.
