Tom Lee
MAppFin BBus(Fin)
Investment Adviser / Principal
I provide tailored advice that equally focuses on preserving and creating wealth. My disciplined approach aims to avoid random acts of investing and is supported by detailed economic and investment analysis
Tom joined the Spring Hill office after completing his Masters degree which focused on portfolio creation and financial risk management. He primarily works with Mike Fittler to help clients manage their portfolios to reflect their risk preferences and achieve their goals.
Investment Style
Tom maintains a view on the economic and market conditions before identifying preferred themes and asset classes. With the support of fundamental and quantitative analysis, each investment recommendation reflects a clients individual needs, objectives and risk tolerance. This process is ongoing and as a result each portfolio is constantly reviewed and managed.
Services and Specialties
Fixed Interest and Cash Management
Investment Advice
Portfolio Administration
Stockbroking
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
FPC007B Client Engagement Skills
Tax for Financial Advising
Bachelor of Business (Finance)
Master of Business (Applied Finance)
Ethics and Professional Relationships
Associations
No items found.
Competencies
Generic
Managed Investments
Securities
Superannuation
Margin Lending
I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.
