Tom Gray
Financial Adviser
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About
Tom Gray is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With a career spanning over three decades, Tom brings a wealth of knowledge and experience to his practice. He holds a Bachelor of Business from the South Australian Institute of Technology (1990) and has enhanced his expertise through the Securities & Derivatives Industry Association Accreditation Program at Deakin University (2006), Margin Lending and Geared Investments certification from Kaplan (2011), and Ethics and Professional Relationships training from QT (2020). Tom is authorized to provide advice on a range of financial products, including wealth management, securities, and government debt securities. He focuses on building long-term relationships with his clients, offering personalised strategies that align with their unique circumstances and aspirations. He is committed to acting in his clients' best interests and providing clear, straightforward advice. Key services include: • Wealth management strategies • Securities advice and portfolio construction • Government debt securities investments • Retirement planning • Investment strategies Ready to take control of your financial future? Contact Tom Gray today to schedule a consultation and discover how he can help you achieve your financial objectives.
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Frequently Asked Questions
What types of financial advice does Tom Gray offer?
Tom Gray provides advice on wealth management, securities, and government debt securities. He can help you with investment strategies, retirement planning, and building a diversified portfolio.
What are Tom Gray's qualifications?
Tom Gray holds a Bachelor of Business from the South Australian Institute of Technology, is accredited by the Securities & Derivatives Industry Association (Deakin University), and has certifications in Margin Lending and Geared Investments (Kaplan) and Ethics and Professional Relationships (QT).
How does Tom Gray approach financial planning?
Tom Gray focuses on building long-term relationships with his clients. He develops personalized financial strategies tailored to their individual needs and goals, ensuring a clear and straightforward approach to financial planning.
What can I expect during my first meeting with Tom Gray?
During your initial consultation, Tom will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions that align with your needs and provide you with a clear roadmap for achieving your financial objectives.
Is Tom Gray an ASIC-registered financial advisor?
Yes, Tom Gray is an ASIC-registered financial advisor. This means he is qualified and authorized to provide financial advice in accordance with Australian regulations.
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