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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.

By asking the right questions, and really listening to the answers, we’re able to tailor financial advice that gives you confidence for a healthy financial future.

About Us

Our Team

Tom Davis

Founder and Principal Adviser

Diploma & Advanced Diploma 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

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.

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.

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.

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.

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.

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.

"We found Chris to be very friendly and polite. He was able to help us obtain early retirement, kept us updated with the progress of our requirements - I would recommend Chris to family and friends."