Tom Roberts

Private Client Adviser & Team Leader at Morgans Financial Limited

Tom Roberts currently serves as a Non Executive Director at both SAVI Surgical and Propel Health AI, roles Tom commenced in October 2023. Since July 2012, Tom has been a Private Client Adviser and Team Leader at Morgans Financial Limited, where responsibilities include creating wealth management strategies for a diverse clientele, particularly focusing on pre and post retirees. Past experience includes positions as a Private Client Adviser, Associate Investment Adviser, and involvement in equity operations at Wilson HTM Investment Group from July 2010 to August 2012. Tom holds a degree in International Business with a major in Economics from Griffith University and additional qualifications in Financial Planning and securities accreditation from Kaplan Professional and the Stockbrokers Association of Australia, respectively. Early education was completed at St Joseph's Nudgee College.

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