Financial Adviser
· BRISBANE, QLD
Thomas William Roberts
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000430361
Thomas William Roberts is a financial adviser based in Brisbane, Queensland, with 13 years of experience in the financial services industry. Thomas is currently authorised under Morgans Financial 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 Business (Economics) from Griffith University. Thomas is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business (Economics)
Griffith University
2013
Diploma of Financial Planning
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan Professional