Financial Adviser
· BALGOWLAH, NSW
Thomas Moloney
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001259731
Thomas Moloney is a financial adviser based in Balgowlah, New South Wales, with 9 years of experience in the financial services industry. Thomas is currently authorised under Personal Financial Services Ltd. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a CFP Certification Program from Financial Planning Association of Australia. Thomas is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce (Int Studies and Financial Planning)
University of Wollongong
2018
CFP Certification Program
Financial Planning Association of Australia
2020
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
Self Managed Superannuation Funds
Kaplan
2021
AU Inhouse Securities Accreditation
AUPFS
Registration History
Source: ASIC Financial Advisers Register