Financial Adviser
· NEWTOWN, QLD
Thomas Finnegan
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000345958
Thomas Finnegan is a financial adviser based in Newtown, Queensland, with 18 years of experience in the financial services industry. Thomas is currently authorised under Millennium 3 Financial Services 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 (Finance and Human Resource Management) from University of Southern Queensland. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce (Finance and Human Resource Management)
University of Southern Queensland
2010
Diploma of Financial Services (Financial Planning)
Mentor Education
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2014
Cavendish & ICFS Specialist SMSF Course
Cavendish & ICFS
2015
Advanced Diploma of Financial Planning
Mentor Education
Registration History
ELDERS FINANCIAL PLANNING PTY LTD
Government Debentures, Stocks or Bonds: class of product only
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
AON HEWITT FINANCIAL ADVICE LIMITED
ACN 003 344 232 LIMITED
Source: ASIC Financial Advisers Register