Tom Collinson

Financial Advice and Portfolio Management from a Team of Experts

Working in a team alongside strategic planning expert, Jeremy Zehnwirth, we specialise in portfolio management for high-net-worth families and have over a decade of industry experience. 

Our investment approach is grounded in the knowledge that price is what you pay, value is what you get. Financial markets are often inefficient, especially for high-net-worth investors able to access a wider universe of opportunities. Experience, relationships, and a deep understanding of market cycles can provide a sustainable edge. 

Access to all asset classes means that, regardless of the environment, the question is always where to invest, not whether to invest. We partner with a small number of high-net-worth families and invest alongside them. Our passion for finding and gaining access to exceptional opportunities able to deliver more robust returns allows us to manage portfolios with lower risk, tailored to the unique objectives of each family. 

Beyond investments, we advise families on how best to structure their financial affairs to achieve desired outcomes. 
Every family comes to us with different needs, challenges, and aspirations – succession issues, liquidity concerns, philanthropic desires, concentration risks – but we apply a consistent lens of simplicity and efficiency to ensure these issues are addressed in a manner that builds confidence and shared understanding. 

Our wealth strategy and portfolio management endeavours are considered in tandem. It is important the two inform each other and by building a comprehensive understanding of a family’s entire situation, we are in the best possible position to advise on both fronts.   

Authorisations

Financial advisers register - Moneysmart.gov.au 
 
Thomas Collinson can advise on the following product areas:

• Deposit and Payment Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products
• Managed Investment Schemes
• Securities
• Superannuation 

Tom is accredited to provide tax (financial) service advice.   

Qualifications

• Tax Financial Adviser, TPB, 2022 
• Financial Adviser Exam, ASIC, 2021 
• Tier 1 Managed Investments, Kaplan, 2020 
• Ethics and Professionalism in Financial Advice, Kaplan, 2020 
• 925 Life Insurance - Knowledge and Skills, Kaplan, 2015
• 923 Securities - Knowledge and Skills, Kaplan, 2014 
• ADA Level 2, Kaplan, 2014
• ADA Level 1, Kaplan, 2014
• Bachelor of Arts / Bachelor of Commerce, The University of Melbourne, 2012