Tom Glasheen
Financial Adviser
I'm passionate about helping clients achieve their goals through a holistic and analytical approach, building long-term relationships and guiding them throughout their financial journey
Tom combines a background in mathematics and economics with experience in stockbroking and wealth management to deliver insightful analytical financial advice. After beginning his career in Brisbane in 2019, Tom returned to his Darling Downs roots to help clients achieve their goals through a holistic and personalised approach.
Investment Style
Tom provides tailored portfolio strategies designed to meet each client's goals and objectives with a global perspective and analytical mindset, Tom takes a simplistic , disciplined approach to investing - focusing on structural growth opportunities and identifiying undervalued areas of the market
Services and Specialties
Wealth Management
Retirement and Estate Planning
Superannuation Advice
Financial Planning
Self-Managed Super Funds
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Economics
Graduate Diploma of Financial Planning
Bachelor of Mathematics
Associations
No items found.
Competencies
Financial Planning
Generic
Managed Investments
Securities
Superannuation
I am employed by Chalk Capital Pty Ltd which operates the business of Morgans Financial Limited - Toowoomba Chalk Capital. My employer remunerates me by way of salary.
