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Tom Boorman

Tom Boorman

Authorised representative number: 000308780

Private Client Adviser

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.

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.

Services and Specialties

Wealth Management
Portfolio Administration

Qualifications and Professional Affiliations

Bachelor of Commerce
Ethics and Professional Relationships


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Derivatives Level 1
Managed Investments
I am employed by Unley Partners Pty Ltd which operates the business of Morgans Financial Limited - Unley. My employer remunerates me 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.