Financial Adviser
· SYDNEY, NSW
Thomas Serratore
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001292965
Thomas Serratore is a financial adviser based in Sydney, New South Wales, with 4 years of experience in the financial services industry since 2022. Thomas is currently authorised under Adviceiq Partners Pty Ltd, operating through Adviceiq Partners. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Master of Financial Planning from Griffith University. Thomas 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: Excludes SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Business
University of Technology Sydney
2018
Master of Financial Planning
Griffith University
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education