Thomas Sartor
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Thomas Sartor is an ASIC-registered financial adviser based in Brisbane, Queensland, committed to providing clear and strategic financial advice to help you achieve your goals. With a solid foundation built upon a Bachelor of Engineering from the University of Queensland (1999) and a Graduate Diploma of Applied Finance from the Securities Institute (2002), Thomas combines analytical skills with financial expertise. He further enhanced his professional standards by completing Ethics and Professional Relationships training at QUT in 2020. Authorised to provide advice on wealth management, securities, and government debt securities, Thomas can help you navigate the complexities of the financial landscape with confidence. He takes a holistic approach to financial planning, ensuring that his advice is tailored to your specific circumstances and aligned with your long-term aspirations. • Wealth Management Strategies • Investment Advice and Portfolio Construction • Securities Trading Guidance • Retirement Planning and Projections • Government Debt Securities Advice Whether you are looking to grow your wealth, plan for retirement, or invest in securities, Thomas is here to guide you every step of the way. Contact Thomas today to schedule a consultation and take control of your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What services does Thomas Sartor offer?
Thomas Sartor specialises in providing advice on wealth management, securities, and government debt securities. He offers tailored strategies for wealth accumulation, investment portfolio construction, and retirement planning.
What qualifications does Thomas Sartor have?
Thomas Sartor holds a Bachelor of Engineering from the University of Queensland (1999) and a Graduate Diploma of Applied Finance from the Securities Institute (2002). He also completed Ethics and Professional Relationships training at QUT in 2020.
How does Thomas Sartor approach financial planning?
Thomas takes a holistic and client-focused approach. He begins by understanding your financial goals and current situation, then develops a tailored plan to help you achieve your objectives. Regular reviews and adjustments ensure the plan remains aligned with your changing needs.
What can I expect during my first meeting with Thomas?
During your initial consultation, Thomas will discuss your financial goals, risk tolerance, and current financial situation. This meeting allows him to understand your needs and determine how he can best assist you in achieving your financial objectives. It's also a great opportunity to ask any questions you may have.
How can wealth management advice help me?
Wealth management advice helps you grow, protect, and transfer your wealth effectively. Thomas Sartor can provide strategies for investment management, retirement planning, tax optimization, and estate planning, ensuring your financial future is secure.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.