Tom Lee

Tom joined the Spring Hill office after completing his Masters degree which focused on portfolio creation and financial risk management. He primarily works with Mike Fittler to help clients manage their portfolios to reflect their risk preferences and achieve their goals.

Investment Style

Tom maintains a view on the economic and market conditions before identifying preferred themes and asset classes. With the support of fundamental and quantitative analysis, each investment recommendation reflects a clients individual needs, objectives and risk tolerance. This process is ongoing and as a result each portfolio is constantly reviewed and managed.

Services and Specialties

Fixed Interest and Cash Management

Investment Advice

Portfolio Administration

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Tom Lee's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

FPC007B Client Engagement Skills

Tax for Financial Advising

Bachelor of Business (Finance)

Master of Business (Applied Finance)

Ethics and Professional Relationships

Associations

No items found.

Competencies

Generic

Managed Investments

Securities

Superannuation

Margin Lending

I am a partner of The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. As a Partner of The Spring Hill Partnership, I will be entitled to a share of profits.