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Tom Davis

 Tom Davis

Share profile:
1A 1297 Sandgate Road
Brisbane
QLD
4012
AU

Overview CONTACT THE ADVISER

Tom Davis Tom Davis

total Reviews

47

Experience

9yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

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). 

 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.

Company:

MLC Advice Nundah
MLC Advice Nundah

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

National Australia Bank Limited
National Australia Bank Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
Socially Responsible InvestmentsSocially Responsible Investments
My fees
  • Free Initial Consultation
  • Personal Advice starting from $990
  • Ongoing Advice starting from $1490

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).

Latest Customer Reviews (3 of 47 total)See all

"Toms expertise makes your feel at ease with what can be a large investment. You can tell he genuinely has your best interests at heart and I will be recommending friends and family to see Tim for advice."

Ross, Under 35 22 Sep 2017

"Tom spend time to ensure he understood my needs and expectations before providing any advice or guidance. He answered all my questions and provided explanations of all my options and why he was recommending certain options for me. I feel very comfortable in the recommended investment strategies Tom has set up for me. I would recommend him to family and friends. "

Diana, 35-45 28 Jun 2017

"Tom has a great way of explaining everything to us in an easy to understand manner. He is an excellent communicator and always follows up our meetings with outcomes and an action plan. We value his advice and expertise and will continue to recommend him to our friends and family."

Maree, 35-45 15 Jun 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • MLC Advice Franchisee of the Year (2014)
Years of experience
  • 9 years total experience

My Videos CONTACT THE ADVISER

MLC Advice Nundah

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

1A 1297 Sandgate Road, Brisbane
QLD 4012 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Other address

PO Box 790, Nundah
QLD 4012 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 47 Total Reviews
Ross, Under 3522 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Toms expertise makes your feel at ease with what can be a large investment. You can tell he genuinely has your best interests at heart and I will be recommending friends and family to see Tim for advice."

Diana, 35-4528 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tom spend time to ensure he understood my needs and expectations before providing any advice or guidance. He answered all my questions and provided explanations of all my options and why he was recommending certain options for me. I feel very comfortable in the recommended investment strategies Tom has set up for me. I would recommend him to family and friends. "

Maree, 35-4515 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tom has a great way of explaining everything to us in an easy to understand manner. He is an excellent communicator and always follows up our meetings with outcomes and an action plan. We value his advice and expertise and will continue to recommend him to our friends and family."

Richard, 35-4515 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have known Tom professionally and socially for a long time and he is always genuine, honest and caring. I have no hesitation in recommending Tom to handle all your financial advice needs."

John , 56-6514 Jun 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"I do not want to make a comment. My responses are sufficient"

Andrew, 46-5511 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I find Tom to be very helpful in our needs for insurance and income knowledge. "

phil, 46-5529 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I would recommend Tom"

Neville , 65+19 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"First class service :)"

Cathy, 56-6513 May 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Tom has advised and guided us through our transition to retirement years and we wouldn't be in such a sound financial position without him."

John, 56-6512 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tom is very professional in his approach and knowledge if the products that he offers."

Peter, 56-6506 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tom has been very energetic and well informed in all his dealings with my wife and myself.We have full confidence in his advice. Peter"

Catherine, 56-6513 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have found Tom to be a very knowledgeable, professional and helpful adviser. He always understands our requests and is quick to supply the required advice and/or actions that we need. He is a warm and friendly man of integrity and we like and trust him very much."

Mark, 56-6512 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tom helps me manage my super very well"

Andrew, Under 3528 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tom provided us with very helpful advice and explained his strategies in plain language which for us was very important. He valued our input in tailoring our ongoing financial strategy and we have recommended Tom to others."

Garry, 46-5524 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"4034"

Daryl , 65+22 Mar 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Tom has a very personable manner and he understands the importance of listening to what is said and giving a respectful and meaningful response. If he does not know the answer, he will say so and will find out. I feel comfortable in dealing with him."

Cathy, 56-6515 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Both my husband and I have been very happy and impressed with Tom as he really listens and can define what you require and then proceed on to putting everything in motion. Very pleased we have Tom to help us navigate the super maze and prepare for retirement."

Russ, 56-6514 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Have found Tom to be prepared to extend advice in a clear constructive manner. Tom is also very personable & very easy to deal with given he always asks questions so that he is clear in what is required for us going forward."

Harry, 65+14 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"In general I am skeptical of financial advisers. Most of my super is with MLC so I thought I would get Tom to roll my other super funds into MLC and organise a pension to be paid from my MLC super. Tom explained how everything would work and arranged everything in a timely manner."

John, 56-6526 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"All matters are explained in detail, and it's nice to have the confidence that someone is working for me."

1 2 3
       

Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

GWM ADVISER SERVICES LIMITED

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
29
Customers

#2
Insurance Protection
STRENGTH
24
Customers

#3
Preparing For Retirement
STRENGTH
18
Customers

#3
Savings Investment
STRENGTH
18
Customers

#4
Tax Effective Strategies
STRENGTH
8
Customers

#5
Managing Debt
STRENGTH
7
Customers

x

Overall rating

100%

Tom Davis

Company: MLC Advice Nundah

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Tom Davis is a member of and in what capacity, the licensee or company of Tom Davis and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Tom Davis (see report card scoring)

Qualifications: 50%

Compliance: 79%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%