Tom Crommelin

Following his graduation from UQ with a Commerce degree, Tom began his career as a research assistant at Morgans before becoming an accountant at one of Queensland's largest accounting firms. Drawing on his past experience, Tom returned to Morgans in 2010 and now possesses the specialist knowledge necessary to provide financial product advice to retail clients.

Investment Style

Tom's investment philosophy is focused on giving comprehensive financial advice to retail investors seeking long-term growth and tax effective income in Australian Listed Equities, Listed Fixed Interest Securities, Property Trusts and Cash Based Investments. He also has an interest in providing advice on short term trading situations provided it suits the investor's risk profile and personal circumstances.

Services and Specialties

Stockbroking

Portfolio Administration

Wealth Management

Self-Managed Super Funds

Superannuation Advice

Margin Lending and Gearing Strategies

Industry Experience

Sectors Covered

Tom Crommelin's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Commerce

Ethics and Professional Relationships

Core 1 Securities and Managed Investments Accreditation Program

Margin Lending Accreditation Program

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Superannuation

Derivatives Level 1

Generic

Managed Investments

Margin Lending

Securities

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.