Financial Adviser · BRISBANE CITY, QLD

Thomas Rouse

14 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000430139

Thomas Rouse is a financial adviser based in Brisbane City, Queensland, with 14 years of experience in the financial services industry. Thomas is currently authorised under Industry Fund Services 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 CFP from Financial Planning Association of Australia. 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: Superannuation (excluding the establishment and management as trustee of self-managed super funds)

Authorised to provide tax financial advice services

Qualifications and Training

2002

BSC Mathematics with Economics

Loughborough University

2002

Master of Business Administration (MBA)

University Technology Sydney

2014

Advanced Diploma of Financial Planning

Kaplan

2017

CFP

Financial Planning Association of Australia

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Industry Fund Services Limited

Aug 2023 - Present Current

Superannuation (excluding the establishment and management as trustee of self-managed super funds)

Industry Fund Services Limited

Jan 2023 - Aug 2023 Ceased

excluding self-managed super funds

Industry Fund Services Limited

Oct 2012 - Nov 2022 Ceased

Source: ASIC Financial Advisers Register