Thomas Morris

Thomas Morris

  • Financial Advisor | Financial Planning
  • Melbourne
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Thomas Morris brings more than 10 years of experience in financial planning, gained across a range of advisory and paraplanning roles. This breadth has given him strong technical expertise and a genuinely client-focused approach to advice.

With over five years as a Financial Adviser, Thomas is passionate about helping clients navigate important financial decisions and achieve their long-term goals with confidence. He joined BG Private in 2026 and works with clients across a wide range of backgrounds and life stages.

Drawing on extensive experience developing tailored financial strategies, Thomas provides advice across retirement planning, Centrelink, aged care, wealth creation, personal insurance, and protecting a family’s financial future. He is committed to practical, personalised advice suited to each client’s unique circumstances and objectives.
Thomas takes a holistic approach to financial planning and is known for his down-to-earth nature and honest communication.

He takes great pride in the care he provides his clients and is committed to making a meaningful difference in their financial lives. Thomas believes quality advice is about creating genuine value, and only takes on clients where he’s confident he can make a positive impact. Where a client’s circumstances call for general guidance rather than comprehensive advice, he’s always happy to help point them in the right direction.

Outside of work, Thomas enjoys powerlifting, watching sports, and spending quality time with his family.

Contact Thomas Morris on +61 3 9810 0700 or

Financial Services Guide and Advisor Profile

Qualifications

  • Bachelor of Business (Economics and Finance)
  • Advanced Diploma of Financial Planning

Highly regarded in

  • Projection Scenarios
  • Superannuation (including SMSFs)
  • Centrelink
  • Aged Care