Financial Adviser
· BRISBANE CITY, QLD
Thomas Geoffrey Woollan
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000320681
Thomas Geoffrey Woollan is a financial adviser based in Brisbane City, Queensland, with 19 years of experience in the financial services industry. Thomas is currently authorised under Panoptic Wealth Holdings 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 Commerce from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachler of Economics (Honours)
University of Tasmania
2007
Master of Commerce
Deakin University
2009
Self Managed Superannuation Funds
Kaplan Professional
2013
ASX Accredited Listed Product Adviser
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
ARABON FINANCIAL PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
KERSLEY FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register