Financial Adviser
· SYDNEY, NSW
Thomas Thoma
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001249512
Thomas Thoma is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Thomas is currently authorised under Merit Wealth Pty Ltd. Thomas holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics from University of Sydney. Thomas is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1985
Bachelor of Economics
University of Sydney
1989
Chartered Accountant (CA)
Chartered Accountants Australia & New Zealand (CA ANZ)
2016
Self-Managed Superannuation Funds
Pinnacle Financial Services Academy
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education