Tom Adams
Private Client Adviser
I seek to maximise my clients' wealth and manage their risk through considered advice and proven investment strategies.
I have worked in and around financial markets for many years. Prior to Morgans, I worked in State Government, KPMG Risk Advisory and private consultancy. It is this broad experience that ensures I understand my clients' needs and investment objectives and tailor solutions to these.
Investment Style
My focus is on delivering profitable investment opportunities for my clients. I achieve this through detailed bottom-up fundamental analysis across the majority of ASX sectors, industries and asset classes. This focus centres around direct equities investment and wealth management for small business owners, professionals and retirees.
Services and Specialties
Superannuation Advice
Fixed Interest and Cash Management
Wealth Management
Stockbroking
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Certificate IV in Financial Services
Professional Diploma in Stockbroking
Bachelor of Health Science
Bachelor of Business (Accountancy)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Margin Lending
Managed Investments
Securities
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.
General Advice: Advice to "General Advice Clients" is provided without considering objectives, financial situation or needs. They should consider its appropriateness, in light of thier objectives, situation or needs before acting.
