Data sourced from ASIC Financial Advisers Register
Financial Adviser · BIRTINYA, QLD

Thomas Stephen Burnett

8 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001266427

Thomas Stephen Burnett is a financial adviser based in Birtinya, Queensland, with 8 years of experience in the financial services industry. Thomas is currently authorised under Akumin Financial Planning Pty Limited. 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 (Financial Planning) from University of the Sunshine Coast.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2018
Bachelor of Commerce (Financial Planning)
University of the Sunshine Coast
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
SuperConcepts Specialist SMSF Course
University of Adelaide

Registration History

Akumin Financial Planning Pty Limited
Aug 2018 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register