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Thomas Glasheen

Financial Adviser

Morgans Financial Limited - Toowoomba Chalk Capital
Toowoomba, QLD 4350

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About

Thomas Glasheen is an ASIC-registered financial adviser based in Toowoomba, Queensland, dedicated to helping clients achieve their financial goals with clarity and confidence. Thomas holds a Bachelor of Economics and a Bachelor of Mathematics from The University of Queensland, both completed in 2020. Building upon this strong academic foundation, he further obtained a Graduate Diploma of Financial Planning from Kaplan Professional in 2021. Thomas is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He leverages his expertise to create tailored strategies that align with each client's unique circumstances and aspirations. His approach is centered on building long-term relationships based on trust and a deep understanding of client needs. Key services offered include: • Superannuation advice • Wealth management • Investment strategies • Retirement planning • Securities and Government Debt Securities advice Ready to take control of your financial future? Contact Thomas Glasheen today to schedule a consultation and discover how he can help you achieve your financial objectives.

Specialisations

Areas of Expertise

Securities Government Debt Securities Superannuation strategies Wealth accumulation Investment portfolio construction Retirement income planning Securities advice Government Debt Securities advice

Client Types

Personal Investors

Services

Superannuation Advice Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

001314366

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Thomas Glasheen offer?

Thomas Glasheen provides advice on superannuation, wealth management, securities, and government debt securities. He can help you with investment strategies, retirement planning, and building long-term financial security.

What are Thomas Glasheen's qualifications?

Thomas holds a Bachelor of Economics and a Bachelor of Mathematics from The University of Queensland, and a Graduate Diploma of Financial Planning from Kaplan Professional.

How does Thomas Glasheen approach financial planning?

Thomas focuses on building long-term relationships with his clients, based on trust and a deep understanding of their individual needs and financial goals. He creates tailored strategies to help clients achieve their financial objectives.

What should I expect during my first meeting with Thomas Glasheen?

During your initial consultation, Thomas will take the time to understand your current financial situation, your short and long-term goals, and your risk tolerance. He will then discuss potential strategies and solutions that align with your needs.

Can Thomas Glasheen help me with my superannuation?

Yes, Thomas is authorized to provide advice on superannuation, including fund selection, contribution strategies, and retirement planning.

Get in Touch

Contact Thomas directly for personalised advice.

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