Financial Adviser · EAST MAITLAND, NSW

Thomas Andrew Hoy

2 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001307201

Thomas Andrew Hoy is a financial adviser based in East Maitland, New South Wales, with 2 years of experience in the financial services industry. Thomas is currently authorised under Charter Financial Planning 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 Bachelor of Commerce (Finance & Economics) from University of Newcastle.

Authorised to Advise On

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

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

2020

Bachelor of Commerce (Finance & Economics)

University of Newcastle

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Dec 2023 - 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