Tom Wood
CFA
Investment Adviser
Excellecent investment outcomes built on trusted advice,rigorous analysis and a disciplined approach to managing risk.
Tom joined Morgans in 2024 after 13 years with ANZ, where he was Director Emerging Corporate. In this role, he led a large team managing all mid-market exposures across Victoria and Tasmania. Prior to that, he held a range of relationship management and credit analyst positions, building trusted client relationships and developing a broad understanding of business performance. risk and long - term value creation.
Investment Style
Tom invests with long-term outlook, focusing on structural growth trends, resilient industry dynamics and quality management teams. He uses anlytical bottom up approach and applies disciplined risk management to build sustainable value over time
Services and Specialties
No items found.
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Commerce
Graduate Diploma of Financial Planning
Chartered Financial Analyst (CFA)
Associations
No items found.
Competencies
Managed Investments
Generic
Superannuation
Financial Planning
Securities
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of salary and percentage of fees.
