Tom Hartvigsen Cfp

FAQ About Tom Hartvigsen Cfp

• What is Tom Hartvigsen Cfp's address?

  Tom Hartvigsen Cfp is located at
  Sunshine Coast, Queensland, Australia

• What is Tom Hartvigsen Cfp's job title?

  Tom Hartvigsen Cfp is a
  Tom Hartvigsen is a Financial Planner and Investment Adviser with Ord Minnett Sunshine Coast. Tom started with Ord Minnett in 2022. Prior to working with Ord Minnett, Tom worked for AMP for 10 years providing strategic and technical advice to its adviser network. Tom knows the coast community well, having completed all schooling and tertiary studies, right here, on the Sunshine Coast. Tom provides peace of mind through prudent wealth management to a select group of investors who are looking for a sophisticated level of advice. Our wealth management service is a combination of financial planning, stockbroking, funds management and administration, giving our clients a holistic solution for their investment needs. Tom takes the time to listen to you, to gather a complete understanding of your goals and objectives. Unlike most advisers who are affiliated with a bank or insurance company, Tom's services are open architecture, and his preference is to invest directly wherever possible. As a result, he provides investment management without conflict or compromise, and with complete transparency. Tom can provide advice and portfolio management services in a range of areas including: • Australian and international shares; • Fixed interest and cash management solutions; and • Managed funds, leveraged investments, initial public offerings (IPOs) and other capital raisings. Specific areas of expertise include superannuation (including Self Managed Super Funds), retirement planning, Age Pension strategies, wealth creation and protection strategies. Academic qualifications: • Bachelor of Commerce (Financial Planning and Accountancy) • Certified Financial Planner or CFP • ASIC Compliant (including the National Adviser Exam) Ord Minnett

• What industry does Tom Hartvigsen Cfp currently work in?

  Tom Hartvigsen Cfp currently works in the
  Ord Minnett

• What is Tom Hartvigsen Cfp's area of expertise?

  Tom Hartvigsen Cfp specializes in
  Tom Hartvigsen is a Financial Planner and Investment Adviser with Ord Minnett Sunshine Coast. Tom started with Ord Minnett in 2022. Prior to working with Ord Minnett, Tom worked for AMP for 10 years providing strategic and technical advice to its adviser network. Tom knows the coast community well, having completed all schooling and tertiary studies, right here, on the Sunshine Coast. Tom provides peace of mind through prudent wealth management to a select group of investors who are looking for a sophisticated level of advice. Our wealth management service is a combination of financial planning, stockbroking, funds management and administration, giving our clients a holistic solution for their investment needs. Tom takes the time to listen to you, to gather a complete understanding of your goals and objectives. Unlike most advisers who are affiliated with a bank or insurance company, Tom's services are open architecture, and his preference is to invest directly wherever possible. As a result, he provides investment management without conflict or compromise, and with complete transparency. Tom can provide advice and portfolio management services in a range of areas including: • Australian and international shares; • Fixed interest and cash management solutions; and • Managed funds, leveraged investments, initial public offerings (IPOs) and other capital raisings. Specific areas of expertise include superannuation (including Self Managed Super Funds), retirement planning, Age Pension strategies, wealth creation and protection strategies. Academic qualifications: • Bachelor of Commerce (Financial Planning and Accountancy) • Certified Financial Planner or CFP • ASIC Compliant (including the National Adviser Exam)

• Which languages does Tom Hartvigsen Cfp speak? 

  Tom Hartvigsen Cfp speaks the following languages:
  No languages available.

• Which industries has Tom Hartvigsen Cfp previously worked in?   

  Tom Hartvigsen Cfp has prior experience in the following industries:
  Ord Minnett , Smsf Paraplanners , Smsf Paraplanners , Super Specialist Advisors

• What is Tom Hartvigsen Cfp’s work experience?  

  Tom Hartvigsen Cfp has the following professional experience:
  Ord Minnett , Ord Minnett , Smsf Paraplanners , Smsf Paraplanners , Super Specialist Advisors .

• How can I find Tom Hartvigsen Cfp on LinkedIn?  

  You can view Tom Hartvigsen Cfp’s
  LinkedIn profile at LinkedIn URL.

• What are Tom Hartvigsen Cfp’s work email addresses?  

  Tom Hartvigsen Cfp’s work email addresses are
  [email protected] .

• What company does Tom Hartvigsen Cfp work for?  

  Tom Hartvigsen Cfp works at
  Ord Minnett