A city skyline at night with a boat in the water.
Tom Roberts

Tom Roberts

BBus(Eco) DipFP
Authorised representative number: 000430361

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

Wealth Management
Financial Planning
Self-Managed Super Funds
Superannuation Advice
Margin Lending and Gearing Strategies

Qualifications and Professional Affiliations

Diploma of Financial Planning
Bachelor of Business (Economics)


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Life Insurance
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.