Financial Adviser · NOOSA HEADS, QLD

Thomas Hartvigsen

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 000470576

Thomas Hartvigsen is a financial adviser based in Noosa Heads, Queensland, with 11 years of experience in the financial services industry. Thomas is currently authorised under Ord Minnett Limited. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas holds a Bachelor of Commerce (Financial Planning and Accounting) from University of the Sunshine Coast (USC). Thomas is a member of Financial Planner AFP (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Foreign Exchange Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Commerce (Financial Planning and Accounting)
University of the Sunshine Coast (USC)

Registration History

Sep 2023 - Present Current
Dec 2014 - Jan 2018 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.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