Tom offers a substantial track record of more than 30 years within the financial services industry, with the majority of this dedicated to providing expert advice to clients at Ord Minnett. He collaborates with a diverse range of clients, including private individuals, family offices, and foundations, each with distinct needs requiring carefully tailored investment strategies.
As an integral member of a collaborative advisory team at Ord Minnett, working alongside John Erzetich, Gabrielle Clough, and Hamish Bowers, Tom benefits from a wealth of complementary expertise. This synergy enhances their collective ability to deliver innovative wealth creation strategies and provide comprehensive service to their valued clients.
Tom prioritises building close and enduring relationships with those he advises, ensuring their specific financial goals are effectively met and that their investment portfolios consistently remain aligned with their unique risk profiles through his broad experience in financial services, diligent risk management, strategic portfolio construction, regular asset reviews, and comprehensive investment services.
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