Tom Davis

Qualia Wealth

Platinum

16 Yrs Experience

Nundah, QLD 4012

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Tom joined the financial planning industry in 2007 and holds both a Diploma and Advanced Diploma in Financial Planning. He is also a Fellow Chartered Financial Practitioner (FChFP) and is currently completing a Graduate Diploma of Financial Planning. Tom passed the FASEA exam in 2019.

Tom's priority is to assist people gain clarity with their financial situation. This enables them to focus on the things they really want to do with their life instead of being stuck in a maze of financial doubt which can lead to inaction and a lower chance of achieving their long-term goals and objectives.

Due to Tom's background in the golfing industry, he also provides financial advice to some of Australia's top professional golfers.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Cashflow & Income
Complex Investments
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Scope and complexity drive the level of the fee. It is up to the client as to how this is paid eg invoice, inside super (if relevant), insurance commissions (if relevant).

5.00 February 2023

We are extremely happy with the advise Tom has provided to us on our financial matters leading up to retirement. We have been clients of Toms for a number of years now and the information in this time have been delivered to us in a professional and personable manner. We feel very comfortable putting our finances in Toms hands knowing we are being guided in the right direction. We look forward to our continued relationship with Tom and all staff at Qualia Wealth...

5.00 November 2020

Tom Davis is the best. I have no hesitation in recommending him. Tom is very genuine, very honest and very realistic. He is genuinely interested and committed in making your investments work for you and move you in a forward direction. He is one of the nicest people you will ever meet. He has a great team around him.

5.00 November 2020

Our main drivers to see Tom was to ensure our children had financial plans in place to support their education requirements and to set myself and my husband up for retirement. I'm confident that with Tom's advice we have ticked those boxes and have made smart investments for our family's future.

5.00 November 2020

Very happy with the advice we received, Tom is extremely knowledgeable and we fully trust the direction he has sent us in

5.00 November 2020

There are many great points about Tom but the one that stands out for me is, nothing is ever a bother to Tom and he rapidly responds with a phone call and follows it up with an email.

Adviser status Platinum
Rating 4.92
Number of reviews 83
First year providing advice 2008
Years of experience 16
Highest qualifications
- Graduate Diploma of Financial Planning
- Fellow Chartered Financial Practitioner (FChFP)
Language spoken
- English