About Us
Your team of Financial Advisers
At Qualia Wealth, we’re proudly personal and refreshingly approachable. We put our energy into getting to know our clients, and our focus is always on understanding what’s important to them.
About Us
Our Team
Tom
Davis
Founder and Principal Adviser
Master of Financial Planning, Fellow Chartered Financial Practitioner.
Tom has worked in the financial advice industry since 2007, and has always held a deep fascination for the complexities of money and people’s relationship with it.
He is passionate about showing his clients how making simple, smart money decisions can exponentially propel them to reach their ideal financial position.
Adviser Ratings:
4.89/5
Chris
Broome
Financial Adviser
Diploma & Advanced Diploma of Financial Planning, Bachelor Business & Health Science, Member Financial Planning Association of Australia.
Chris commenced his career in the financial planning and banking industry in 2008. His priority is helping his clients make smarter financial decisions by educating them about the best options that suit their personal circumstances. Chris loves inspiring people about what’s possible with the right financial advice.
Adviser Ratings:
4.72/5
Jack
Faulkner
Financial Adviser
Bachelor of Agribusiness, Graduate Diploma of Financial Planning.
Jack originally began his working career in the agriculture industry, before transitioning to financial planning in 2018. Jack loves all aspects of financial planning and has always had an interest in shares and investing.
Jack has a gift of connecting with people and looks forward to helping others achieve their financial goals by connecting action with objective.
Annabel
Davis
Office Manager
Bachelor of Business, HR.
Part of our team from the very start, Annabel plays a vital role in the day-to-day running of Qualia Wealth. She has extensive previous experience in Human Resources for professional services firms, and is involved in multiple aspects of the business, including client experience, marketing, HR and developing longer-term plans for Qualia Wealth.
What We Stand For
There are some things that underpin every aspect of Qualia Wealth – every service we provide, every single interaction, and every piece of considered advice.
We do the right thing, even when no one is watching
Our team of experienced professionals operates to the highest standards of behaviour and conduct. Transparent, open and honest, we educate our clients so they can make optimal, informed decisions.
We continue to learn
All of us have a drive to continually build on our knowledge and improve our performance, both at work and in life. It’s this thirst for expanding our education that keeps us at the top of our game.
Positive, productive relationships mean everything
We believe that successful relationships are built on mutual trust and respect. The way we treat each other while striving for our goals is just as important as achieving them.
We choose happiness
For us, happiness is a choice we make by bringing joy and gratitude to our professional and personal lives. Our most important role is helping our clients become happy with what they have now, and where they are headed.
With clarity comes purpose
Clarifying goals and expectations takes the mystery and confusion away. We love helping individuals and their families take control of financial life, by arming them with a clear and confident road map for the future.
Book a 15 minute chat
Got a question or just want to know more? We like to make things easy,
so book a phone chat with our Financial Advisers, at a time that suits you.
