Tom Roberts
BBus(Eco) DipFP
Private Client Adviser
I offer a holistic approach to creating, managing and protecting wealth through effective financial strategies considering long term portfolio management, retirement and financial planning, and risk management.
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 stockbroking and financial planning at Morgans. He has a Bachelor of International Business and a Diploma in Financial Planning.
Investment Style
When planning and investing for each client's financial journey, Tom applies a long term, disciplined approach to ensure each client's wealth creation goals are achieved.
Services and Specialties
Financial Planning
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Stockbroking
Superannuation Advice
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Business (Economics)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Margin Lending
Financial Planning
Generic
Life Insurance
Managed Investments
Securities
Superannuation
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.
