Financial Adviser
· SYDNEY, NSW
Gareth Cecil Tomlinson
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000830
Gareth Cecil Tomlinson is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Gareth is currently authorised under Spark Advisors Australia Pty Ltd. Gareth 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 of Australia. Gareth 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Business (Business Management & Economics)
Charles Sturt University
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2016
Tier 1 Margin Lending
- Kaplan Professional
2017
Accredited Listed Product Adviser Program
Kaplan Professional
2019
Certified Financial Planner
Financial Planning Association of Australia
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Restriction: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register