Data sourced from ASIC Financial Advisers Register
Financial Adviser · COFFS HARBOUR, NSW

Thomas Jack Merrick

11 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001237223

Thomas Jack Merrick is a financial adviser based in Coffs Harbour, New South Wales, with 11 years of experience in the financial services industry. Thomas is currently authorised under Akumin Financial Planning Pty Limited. 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2014
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Advanced Diploma of Financial Planning
Integrity Education Group
2018
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2019
Margin Lending
Financial Education Professionals
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Nov 2015 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register