Tom Davis

Qualia Wealth

Platinum
14 Yrs Experience
Nundah, QLD 4012
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.

Expertise

  • 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

My fees

I offer a free initial consultation for potential new clients. Get in touch

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).

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 82
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Qualia Wealth

1147A Sandgate Rd
Nundah, QLD 4012

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.90
82 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 82

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tom has helped me as a self funded retiree looking for safe investments with a monthly income. Tom had explained everything very clearly for my peace of mind."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Love working with Tom. He is efficient and always gave us the most current information we needed to make the best decision moving forward."

  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tom and the team were really helpful, going above and beyond to help us at short notice. We found Tom to be extremely knowledgeable and felt extremely comfortable around the advice and strategies Tom provided."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tom has given me expert advice and guidance in superannuation, planning for retirement and investment strategies. Tom was very professional and transparent in his approach and always took the time to explain and answer my questions. I feel very confident going forward and would not hesitate to recommend Tom to family and friends for sound financial advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tom has been great to work with and would highly recommend him !"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tom has given me clear steps on what to expect when it comes to investing. Very knowledgeable and always keeps you in the loop"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 82

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2009

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2016

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2008

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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