Financial Adviser · PENSHURST, NSW

Thomas Joseph Ryan

30 Years experience

Tax advice
authorised

Currently at

Professional Investment Services Pty Ltd

Bundall, QLD

View firm profile

ASIC Registered · ADV 000245181

Thomas Joseph Ryan is a financial adviser based in Penshurst, New South Wales, with 30 years of experience in the financial services industry. Thomas is currently authorised under Professional Investment Services Pty 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 Master of Applied Finance from Charles Sturt University. Thomas is a member of Certified Financial Planner of FPA Australia, Financial Advice Association of Australia (FAAA), Life Risk Specialist of FPA Australia and SMSF Specialist Advisor of the SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1987

Graduate Diploma of Educational Administration

Deakin University

1997

Diploma of Financial Planning (8 units)

FPA Australia

2001

Graduate Diploma of Insurance

Deakin University

2002

Master of Applied Finance

Charles Sturt University

2004

Self Managed Superannuation Finds Course

Tribeca Learning

2008

ASX Accredited Listed Product Adviser

Kaplan Professional

2011

Margin Lending and Geared Investments Course

Kaplan Professional

2011

SMSF Specialist Advisor (SSA) Program

SMSF Professionals Association

2012

Aged Care Specialist Adviser Program

Aged Care Specialists

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Professional Investment Services Pty Ltd

Oct 2012 - Present Current

Source: ASIC Financial Advisers Register