Financial Adviser
· SYDNEY, NSW
Thomas A Robb
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233892
Thomas A Robb is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Thomas is currently authorised under Stewards Capital Group 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 Financial Planning from KAPLAN. Thomas is a member of Association of Independently Owned Financial Professionals (AIOFP) and Tax & Super Australia.
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
2002
Diploma of Financial Advising
FINSIA
2007
Bachelor of Economics
Macquarie University
2010
Diploma of Financial Services (Financial Markets)
Australian Financial Markets Association
2021
FASEA exam
FASEA
2024
Master Of Financial Planning
KAPLAN