About Me

Background Information
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.

Service Overview
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.

We take 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, our services are open architecture, and our preference is to invest directly wherever possible. As a result, we provide investment management without conflict or compromise, and with complete transparency.

Areas of Expertise
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.

Educational Qualifications
Academic qualifications:
• Bachelor of Commerce (Financial Planning and Accountancy)
• Certified Financial Planner® or CFP®
• ASIC Compliant (including the National Adviser Exam)