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Tom Davis is listed as Managing Director | Financial Adviser at Qualia Wealth, based in Greater Brisbane Area, Australia. AeroLeads shows a matched LinkedIn profile for Tom Davis.
Tom Davis previously worked as Principal & Financial Adviser MLC Advice Nundah at Mlc Limited and Financial Adviser at Commonwealth Bank. Tom Davis holds The Fellow Chartered Financial Practitioner (Fchfp) from Kaplan Professional.
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I love what I do. Why? I am fortunate enough to be a small business owner who deals with regular everyday people and inspire them to make change. Why? A lot of the people I work with struggle with clarity of purpose. Most work really hard and deep down are about the right ‘stuff’. But, if you asked them why they work so hard, they are very often unsure. Unsure of why and unsure if it’s going to provide the outcome they desire. My undying passion is to provide clarity to people in respect to their financial situation. There are a lot of methods which can achieve this, which include:• Spending less than you earn;• Paying down debt;• Investing in growth assets; and• Protecting what you have.I am an expert in these methods, however there are numerous experts which provide advice in these areas. Where I differ is the ‘why’. These methods are simply a means to an end and this is where most of the people I work with struggle. This is why I start with the end in mind (‘end’ being retirement/death/generational wealth transfer). Financially speaking, what do you want it to look like? Do you want to leave your family in a better position because of decisions you made? My absolute goal is to help people find out what they want and establish a meticulous strategy to make it happen.Throughout my career, I have provided personal advice to hundreds, possibly thousands of individuals. After all is said and done, my passion (after my kids and family) is to improve the lives of the people I work with by improving their current financial situation and their view of their future financial situation.GENERAL ADVICE WARNINGAny advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.
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Brisbane, Queensland, Australia
Grow and protect your future. Have a question or want to know more? Contact me on 07 3266 2700 or tom@qualiawealth.com.au1147a Sandgate Rd, Nundah, QLD 4012 www.qualiawealth.com.au
Nundah
• Client centric.• Goals based/outcome focused advice.• Young professionals - People who are working, purchased or about to purchase their first home, have started/planning a family. I help young professionals make smart decisions now, so they are not behind the eight ball early on in life.• Pre-retiree and post-retiree clients - People on the cusp of retirement, literally about to retire and people who have actually retired. I help people structure their situation with the view of adding value through correct structure and planning. I have no interest in taking unnecessary market risk in this space, unless goal attainment absolutely warrants it.• Golf Professionals - Young up and coming professionals as well as high profile professionals on the Asian, One Asia, European and PGA Tours.
Brisbane
• Achieved significant success in a relatively short period of time. Renowned amongst staff as someone with a great work ethic and can provide a great outcome to the customer.• Spent 12 months as a Financial Planner in Premier Banking. During this time I mainly dealt with mid to high net worth clients structuring complex wealth protection and retirement planning strategies.• Majority of advice revolved around retirement planning and wealth protection.
Adelaide
• Promoted from Lead Generation to State Manager in under 2.5 years.• Relocated to Adelaide and managed the opening of a new office.• Managed 10+ staff - Including Lead Generation, administration, and financial advice whilst also facing clients.• Managed sales outcomes for the office.
Brisbane Area, Australia
• Started in Lead Generation making 200-250 phone calls per day.• Promoted to a client-facing role initially completing first appointments only.• Then promoted into an advisory role, completing the whole client engagement process. This included initial meeting, advice implementation and regular reviews.• Managed own client base.
• Member of the Australasian PGA tour for two years.• Played in Australian Open, Australian PGA and Australian Masters.• High profile amateur and junior career before turning professional at 19 years old.
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Tom Davis works for Qualia Wealth.
Tom Davis is listed as Managing Director | Financial Adviser at Qualia Wealth.
Tom Davis is based in Greater Brisbane Area, Australia while working with Qualia Wealth.
Tom Davis has worked for Qualia Wealth, Mlc Limited, Commonwealth Bank, Anne Street Partners- Previously Wps, and Pga Of Australia.
You can use AeroLeads to view verified contact signals for Tom Davis at Qualia Wealth, including work email, phone, and LinkedIn data when available.
Tom Davis holds The Fellow Chartered Financial Practitioner (Fchfp) from Kaplan Professional.
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