Tom Adams

I have worked in and around financial markets for many years. Prior to Morgans, I worked in State Government, KPMG Risk Advisory and private consultancy. It is this broad experience that ensures I understand my clients' needs and investment objectives and tailor solutions to these.

Investment Style

My focus is on delivering profitable investment opportunities for my clients. I achieve this through detailed bottom-up fundamental analysis across the majority of ASX sectors, industries and asset classes. This focus centres around direct equities investment and wealth management for small business owners, professionals and retirees.

Services and Specialties

Wealth Management

Stockbroking

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Superannuation Advice

Industry Experience

Sectors Covered

Tom Adams's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

FPC001B Economic and Legal Context for Financial Planning

Ethics and Professionalism in Financial Advice

Certificate IV in Financial Services

Bachelor of Health Science

Professional Diploma in Stockbroking

Bachelor of Business (Accountancy)

FPC007B Client Engagement Skills

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Generic

Securities

Margin Lending

Managed Investments

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.

General Advice: Advice to "General Advice Clients" is provided without considering objectives, financial situation or needs. They should consider its appropriateness, in light of thier objectives, situation or needs before acting.