Financial Adviser · SPRING HILL, QLD

Thomas Patrick Neylan

SPRING HILL, QLD

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 001005004

Currently at

Sharpe Financial Solutions

Melbourne, VIC (firm address)

View firm profile

Thomas Patrick Neylan is a financial adviser based in Spring Hill, Queensland, with 18 years of experience in the financial services industry since 2008. Thomas is currently authorised under Capstone Financial Planning, operating through Sharpe Financial Solutions. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. 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 Margin Lending

Restrictions: This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Advising

Securities Institute

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Margin Lending and Geared Investments

Kaplan Professional

2019

Economic and Legal Context for Financial Planning FPC001B

Kaplan Professional

2020

Tax and Commercial Law for Financial Planning

Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

May 2024 - Present Current

This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Infocus Securities Australia Pty Ltd

Jul 2020 - May 2024 Ceased

Superannuation excludes SMSF advice

Australia And New Zealand Banking Group Limited

Mar 2008 - May 2020 Ceased

Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

Source: ASIC Financial Advisers Register