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

Tom Glasheen

Authorised representative number: 001314366

Financial Adviser

I'm passionate about helping clients achieve their goals through a holistic and analytical approach, building long-term relationships and guiding them throughout their financial journey

Tom combines a background in mathematics and economics with experience in stockbroking and wealth management to deliver insightful analytical financial advice. After beginning his career in Brisbane in 2019, Tom returned to his Darling Downs roots to help clients achieve their goals through a holistic and personalised approach.

Investment Style

Tom provides tailored portfolio strategies designed to meet each client's goals and objectives with a global perspective and analytical mindset, Tom takes a simplistic , disciplined approach to investing - focusing on structural growth opportunities and identifiying undervalued areas of the market

Services and Specialties

Retirement and Estate Planning
Self-Managed Super Funds
Superannuation Advice
Wealth Management
Financial Planning

Industry Experience

Sectors Covered

Tom Glasheen's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Graduate Diploma of Financial Planning
Bachelor of Economics
Bachelor of Mathematics

Associations

No items found.

Competencies

Superannuation
Generic
Financial Planning
Securities
Managed Investments

I am employed by Chalk Capital Pty Ltd which operates the business of Morgans Financial Limited - Toowoomba Chalk Capital. My employer remunerates me by way of salary.