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
Wealth Management
Financial Planning
Self-Managed Super Funds
Superannuation Advice
Stockbroking
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Diploma of Financial Planning
Bachelor of Business (Economics)
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.
