Tom Boorman
Senior Investment Advisor
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
Stockbroking
Wealth Management
Portfolio Administration
Qualifications and Professional Affiliations
Bachelor of Commerce
Ethics and Professional Relationships
Associations
No items found.
Competencies
Generic
Superannuation
Securities
Derivatives Level 1
Managed Investments
I am employed by Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Adelaide - Exchange Place. My employer remunerates me by way of percentage of fees. As a shareholder of Exchange Place Investments Pty Ltd., I may be entitled to a share of profits. As a Director of Exchange Place Investments Pty Ltd., I will be entitled to a share of profits.
Tom is a Principal of Unley Partners Pty Ltd which is a service entity to Exchange Place Investments Pty Ltd, the entity which owns and operates the Morgans Financial Limited – Exchange Place Branch etc. Henry is remunerated 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.
