Financial Adviser · ADELAIDE, SA

Thomas James Sumner

1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001309286

Thomas James Sumner is a financial adviser based in Adelaide, South Australia, with 1 year of experience in the financial services industry. Thomas is currently authorised under Synchron Advice 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 Business (Financial Planning) (DBRF) from University of South Australia.

Authorised to Advise On

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

Restrictions: Superannuation - All authorisation exclude Self Managed Superannuation Funds advice

Authorised to provide tax financial advice services

Qualifications and Training

2023
Bachelor of Business (Financial Planning) (DBRF)
University of South Australia
2025
Margin Lending Specialist
Kaplan Education Pty Ltd

Registration History

May 2024 - Present Current
Superannuation - All authorisation exclude Self Managed Superannuation Funds advice

Source: ASIC Financial Advisers Register