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Tom Davis

 Tom Davis

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

Overview CONTACT THE ADVISER

Tom Davis Tom Davis

total Reviews

59

Experience

10yrs

Status

Platinum

Overall Adviser Rating

100

Average Customer Rating

95%

Percentage of Positive Reviews

84%

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 59 total)See all

"Tom has been extremely helpful and his prompt attention and thorough knowledge has helped us greatly."

Sean, 46-55 12 Jul 2018

"We are very happy with the service that Tom has provided. He has communicated his advice very well and has followed up with updates as we have implemented our investment plan. "

Darren, 35-45 27 Jun 2018

"I have been working with Tom for about 5 years now to assist me in managing and growing my Superannuation portfolio and my Income protection for which he has been extremely helpful and has helped to point me in the right direction regarding my finances. I always enjoy our chats."

Gordon, 35-45 8 May 2018

History & Qualifications CONTACT THE ADVISER

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

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Unit 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
  • 59 Total Reviews
Sean, 46-5512 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tom has been extremely helpful and his prompt attention and thorough knowledge has helped us greatly."

Darren, 35-4527 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We are very happy with the service that Tom has provided. He has communicated his advice very well and has followed up with updates as we have implemented our investment plan. "

Gordon, 35-4508 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been working with Tom for about 5 years now to assist me in managing and growing my Superannuation portfolio and my Income protection for which he has been extremely helpful and has helped to point me in the right direction regarding my finances. I always enjoy our chats."

Tim, 56-6523 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Readily accessible and easy to understand. Thinks the same way as we do."

Anthea, Under 3508 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"When I first met with Tom and the team at MLC Nundah, I had very little knowledge on what super was. As we began the process to fine tune my super account Tom was very thorough and patient when explaining every detail to me and answering all of my questions! I know am more knowledgeable and feel confident with how my super is being managed! Thank you!"

Garry, 56-6507 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Great"

Maria , 46-5506 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tom helped us immensely to put together a Financial Plan which will benefit us towards our future retirement. He listened to our thoughts and needs, and directed us towards a plan that we felt comfortable with. With all the lengthy terminology, Tom was able to make it clear for us to understand. Thankyou Tom. "

Glenn, 35-4505 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Recently met with Tom to review and discuss the direction and investment strategy of my superannuation. Tom was happy to answer any of my questions and made honest recommendations."

Adam, Under 3503 Jan 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tom was clear, professional and efficient in delivering a service for my needs. His initial assessment was thorough, and he gives a genuine feeling that he cares about his clients."

Greg, 56-6530 Nov 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Tom is easy to work with and get's things done quickly"

Trevor, 65+01 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Tom is helpful, knowledgeable and professional at all times. He is an excellent communicator and listener, and is able to explain the options being provided. He is available to respond to queries in a timely manner and makes the process easy. Tom has my confidence and I trust and appreciate his advice when making important investment decisions."

Lauren, 35-4529 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" "

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 :)"

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
37
Customers

#2
Insurance Protection
STRENGTH
32
Customers

#3
Savings Investment
STRENGTH
24
Customers

#4
Preparing For Retirement
STRENGTH
22
Customers

#5
Tax Effective Strategies
STRENGTH
10
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%