Tom brings in-depth financial knowledge to his role, including more than 25 years of experience at Ord Minnett, advising clients on their investment portfolios.
He offers a comprehensive knowledge of the Australian share market with a focus on managing diversified portfolios. He focuses on identifying new investment opportunities within the local listed market, while also incorporating suitable global investments to support his clients’ long-term financial goals.
His clients include a broad range of individuals, such as self-managed super fund (SMSF) trustees, professionals, and small business owners.
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