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