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Tom Davis is listed as Managing Director | Financial Adviser at Qualia Wealth, based in Greater Brisbane Area, Australia, 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
Brisbane
Adelaide
Brisbane Area, Australia
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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, 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.
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Tom Davis holds The Fellow Chartered Financial Practitioner (Fchfp) from Kaplan Professional.
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