Tom Roberts
BBus (Eco) GradDipFP
Family Wealth Adviser
As a Team Leader and Family Wealth Adviser, I specialise in architecting comprehensive wealth strategies for personal wealth, SMSFs and retirement income. My focus is on being a custodian of pre and post retiree portfolios, with a disciplined emphasis on long-term asset allocation and quality stock selection.
Tom has been investing in global equity markets since 2004 and his industry experience started interstate at a rival firm before moving into full-service wealth advice at Morgans. He has a Bachelor of International Business majoring in Economics and a Graduate Diploma in Financial Planning.
Investment Style
By integrating stockbroking expertise with holistic personal and superannuation advice, I ensure my clients' legacies are both protected and optimised for the future.
Services and Specialties
Wealth Management
Financial Planning
Self-Managed Super Funds
Superannuation Advice
Stockbroking
Margin Lending and Gearing Strategies
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Business (Economics)
FPC001B Economic and Legal Context for Financial Planning
FPC002B Ethics and Professionalism in Financial Advice
FPC006 Taxation for Financial Planning
FPC007B Client Engagement Skills
Graduate Diploma of Financial Planning
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Life Insurance
Securities
Superannuation
Generic
Margin Lending
Financial Planning
Managed Investments
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.
