Associate
Tom is an experienced Associate Adviser with over a decade of expertise in the financial services industry, specialising in funds management. Throughout his career, Tom has advised multi-asset and equities investment teams, as well as asset owners, in the realm of investment risk management, while working at AMP Capital.
Driven by a passion for making a direct and positive impact on people’s financial wellbeing, Tom made the decision to transition from the institutional world to join our client-focused team. Currently in the final stages of his professional year, Tom is soon to become a fully qualified adviser, equipped with the necessary skills and knowledge to cater to our clients’ needs effectively.
Tom holds the prestigious Chartered Financial Analyst (CFA) designation as well as a Bachelor of Economics (Major in Economics and International Business) from the University of Sydney. He’s also earned a Graduate Diploma of Financial Planning from Kaplan Professional, further enhancing his expertise in the field.
In his downtime, you will find Tom enjoying quality moments with his young family and dogs. When the season is right, you might catch him touring the backcountry of the Snowy Mountains.