Financial Adviser · THE JUNCTION, NSW

Thomas Mitchell Momsen

16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000341995

Thomas Mitchell Momsen is a financial adviser based in The Junction, New South Wales, with 16 years of experience in the financial services industry. Thomas is currently authorised under Ri Advice 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 Bachelor of Commerce from University of Newcastle.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Commerce
University of Newcastle
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Self Managed Superannuation Funds
Kaplan Professional

Registration History

Aug 2021 - Present Current
Jan 2021 - Aug 2021 Ceased
Apr 2016 - Dec 2020 Ceased
GUARDIANFP PTY LIMITED
Nov 2010 - Mar 2016 Ceased
JIGSAW SUPPORT SERVICES PTY LIMITED
Oct 2009 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register