Data sourced from ASIC Financial Advisers Register
Financial Adviser · NEWCASTLE, NSW

Tom Muir

36 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001006712

Tom Muir is a financial adviser based in Newcastle, New South Wales, with 36 years of experience in the financial services industry. Tom is currently authorised under Capstone Financial Planning Pty Ltd. Tom 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 Certified Financial Planner from Financial Planning Association (FPA). Tom 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)

Authorised to provide tax financial advice services

Qualifications and Training

1993
Diploma of Financial Planning
Deakin University/FPA
1996
Bachelor of Business (Marketing)
Charles Sturt University
2008
Certified Financial Planner
Financial Planning Association (FPA)
2017
Diploma of Financial Services
Mentor Education
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2022
Tax for Financial Planning
Kaplan Professional
2023
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Jun 2025 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)
Aware Financial Services Australia Limited
Dec 2019 - May 2025 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aware Financial Services Australia Limited
Apr 2007 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register